Vaughan Nelson Investment Management’s Middleby MIDD Stock Holding History

Vaughan Nelson Investment Management’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
2018 Q4	–	Sell	-304,035	Closed	-$39.3M	–	194
2018 Q3	$39.3M	Sell	304,035 -8,640	-3%	-$986K	0.46%	96
2018 Q2	$32.6M	Sell	312,675 -108,150	-26%	-$12.2M	0.39%	108
2018 Q1	$52.1M	Buy	420,825 +24,105	+6%	+$3.16M	0.64%	63
2017 Q4	$53.5M	Buy	+396,720	New	+$48.5M	0.62%	65

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vaughan Nelson Investment Management's MIDD Position: Q4 2018 in Review

Vaughan Nelson Investment Management sold out of Middleby (MIDD) in Q4 2018, closing a stake of 304,035 shares — an estimated $39.3M sold.

Vaughan Nelson Investment Management first reported a position in MIDD in Q4 2017 and held it in 4 quarters. The position peaked at $53.5M in Q4 2017. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Vaughan Nelson Investment Management reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Vaughan Nelson Investment Management sold 304,035 Middleby shares in Q4 2018, an estimated $39.3M.
Vaughan Nelson Investment Management first reported a position in Middleby in Q4 2017 and held it in 4 quarters.
Vaughan Nelson Investment Management's Middleby position peaked at $53.5M in Q4 2017.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2018, filed 30 Jan 2019.