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Van Berkom & Associates’s Middleby MIDD Stock Holding History

Van Berkom & Associates’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
2014
Q2 		– Sell
-4,464
Closed -$393K – 52
2014
Q1 		$393K Sell
4,464
-274,911
-98% -$24M 0.02% 51
2013
Q4 		$22.3M Sell
279,375
-44,157
-14% -$3.27M 1.25% 42
2013
Q3 		$22.5M Sell
323,532
-20,346
-6% -$1.31M 1.45% 41
2013
Q2 		$19.5M Buy
+343,878
New +$18.1M 1.46% 37

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Van Berkom & Associates's MIDD Position: Q2 2014 in Review

Van Berkom & Associates sold out of Middleby (MIDD) in Q2 2014, closing a stake of 4,464 shares — an estimated $393K sold.

Van Berkom & Associates first reported a position in MIDD in Q2 2013 and held it in 4 quarters. The position peaked at $22.5M in Q3 2013. 280 funds tracked by Wall St. Rank hold MIDD as of Q2 2014.

  • Van Berkom & Associates reported no remaining Middleby position as of Q2 2014 after selling out during the quarter.
  • Van Berkom & Associates sold 4,464 Middleby shares in Q2 2014, an estimated $393K.
  • Van Berkom & Associates first reported a position in Middleby in Q2 2013 and held it in 4 quarters.
  • Van Berkom & Associates's Middleby position peaked at $22.5M in Q3 2013.
  • 280 funds tracked by Wall St. Rank held Middleby as of Q2 2014.

Based on Van Berkom & Associates's 13F filing for Q2 2014, filed 5 Aug 2014.