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Wambolt & Associates’s Middleby MIDD Stock Holding History

Wambolt & 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
2020
Q1 		– Sell
-2,154
Closed -$236K – 166
2019
Q4 		$236K Sell
2,154
-45
-2% -$5.16K 0.18% 153
2019
Q3 		$257K Hold
2,199
– – 0.21% 134
2019
Q2 		$298K Sell
2,199
-11
-0.5% -$1.48K 0.25% 125
2019
Q1 		$296K Sell
2,210
-100
-4% -$12K 0.27% 118
2018
Q4 		$237K Buy
+2,310
New +$263K 0.26% 119

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wambolt & Associates's MIDD Position: Q1 2020 in Review

Wambolt & Associates sold out of Middleby (MIDD) in Q1 2020, closing a stake of 2,154 shares — an estimated $236K sold.

Wambolt & Associates first reported a position in MIDD in Q4 2018 and held it in 5 quarters. The position peaked at $298K in Q2 2019. 320 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

  • Wambolt & Associates reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
  • Wambolt & Associates sold 2,154 Middleby shares in Q1 2020, an estimated $236K.
  • Wambolt & Associates first reported a position in Middleby in Q4 2018 and held it in 5 quarters.
  • Wambolt & Associates's Middleby position peaked at $298K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Wambolt & Associates's 13F filing for Q1 2020, filed 11 May 2020.