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Valeo Financial Advisors’s Middleby MIDD Stock Holding History

Valeo Financial Advisors’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11
Closed -$1K – 1925
2020
Q2 		$1K Hold
11
– – ﹤0.01% 1913
2020
Q1 		$1K Hold
11
– – ﹤0.01% 1680
2019
Q4 		$1K Sell
11
-69
-86% -$7.92K ﹤0.01% 1551
2019
Q3 		$9K Hold
80
– – ﹤0.01% 1057
2019
Q2 		$11K Sell
80
-5
-6% -$672 ﹤0.01% 1001
2019
Q1 		$11K Sell
85
-5
-6% -$600 ﹤0.01% 941
2018
Q4 		$9K Hold
90
– – ﹤0.01% 913
2018
Q3 		$10K Buy
90
+20
+29% +$2.28K ﹤0.01% 971
2018
Q2 		$8K Sell
70
-55
-44% -$6.23K ﹤0.01% 1017
2018
Q1 		$15K Buy
125
+72
+136% +$9.43K ﹤0.01% 816
2017
Q4 		$7K Buy
53
+42
+382% +$5.14K ﹤0.01% 920
2017
Q3 		$1K Buy
+11
New +$1.36K ﹤0.01% 1106

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Valeo Financial Advisors's MIDD Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Middleby (MIDD) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MIDD in Q3 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2018. 293 funds tracked by Wall St. Rank hold MIDD as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Middleby position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 11 Middleby shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Middleby in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Middleby position peaked at $15K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Middleby as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.