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Waratah Capital Advisors’s Middleby MIDD Stock Holding History

Waratah Capital 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
2018
Q1 		– Sell
-6,433
Closed -$868K – 137
2017
Q4 		$868K Sell
6,433
-185,038
-97% -$22.6M 0.1% 82
2017
Q3 		$24.5M Buy
191,471
+171,726
+870% +$21.2M 3.11% 7
2017
Q2 		$2.4M Buy
+19,745
New +$2.61M 0.34% 60

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Waratah Capital Advisors's MIDD Position: Q1 2018 in Review

Waratah Capital Advisors sold out of Middleby (MIDD) in Q1 2018, closing a stake of 6,433 shares — an estimated $868K sold.

Waratah Capital Advisors first reported a position in MIDD in Q2 2017 and held it in 3 quarters. The position peaked at $24.5M in Q3 2017. 359 funds tracked by Wall St. Rank hold MIDD as of Q1 2018.

  • Waratah Capital Advisors reported no remaining Middleby position as of Q1 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 6,433 Middleby shares in Q1 2018, an estimated $868K.
  • Waratah Capital Advisors first reported a position in Middleby in Q2 2017 and held it in 3 quarters.
  • Waratah Capital Advisors's Middleby position peaked at $24.5M in Q3 2017.
  • 359 funds tracked by Wall St. Rank held Middleby as of Q1 2018.

Based on Waratah Capital Advisors's 13F filing for Q1 2018, filed 8 May 2018.