WF
MIDD icon

Welch & Forbes’s Middleby MIDD Stock Holding History

Welch & Forbes’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
-3,515
Closed -$384K – 348
2019
Q4 		$384K Sell
3,515
-400
-10% -$45.9K 0.01% 279
2019
Q3 		$457K Sell
3,915
-47,019
-92% -$5.77M 0.01% 265
2019
Q2 		$6.91M Buy
50,934
+319
+0.6% +$42.9K 0.17% 114
2019
Q1 		$6.58M Sell
50,615
-4,664
-8% -$560K 0.17% 114
2018
Q4 		$5.68M Sell
55,279
-3,479
-6% -$396K 0.16% 114
2018
Q3 		$7.6M Sell
58,758
-2,828
-5% -$323K 0.18% 114
2018
Q2 		$6.43M Sell
61,586
-48,973
-44% -$5.54M 0.17% 116
2018
Q1 		$13.7M Sell
110,559
-4,754
-4% -$623K 0.35% 84
2017
Q4 		$15.6M Sell
115,313
-53,759
-32% -$6.58M 0.42% 76
2017
Q3 		$21.7M Buy
169,072
+4,726
+3% +$583K 0.57% 60
2017
Q2 		$20M Buy
164,346
+16,393
+11% +$2.17M 0.56% 64
2017
Q1 		$20.2M Buy
147,953
+8,616
+6% +$1.17M 0.58% 65
2016
Q4 		$17.9M Buy
139,337
+11,945
+9% +$1.5M 0.54% 65
2016
Q3 		$15.7M Buy
127,392
+5,282
+4% +$649K 0.54% 63
2016
Q2 		$14.1M Buy
122,110
+10,661
+10% +$1.22M 0.43% 75
2016
Q1 		$11.9M Buy
111,449
+3,954
+4% +$372K 0.37% 86
2015
Q4 		$11.6M Buy
107,495
+21,892
+26% +$2.44M 0.37% 86
2015
Q3 		$9M Buy
85,603
+28,310
+49% +$3.26M 0.3% 90
2015
Q2 		$6.43M Buy
57,293
+32,077
+127% +$3.43M 0.2% 109
2015
Q1 		$2.59M Buy
25,216
+17,944
+247% +$1.82M 0.08% 154
2014
Q4 		$721K Buy
+7,272
New +$665K 0.02% 228

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Welch & Forbes's MIDD Position: Q1 2020 in Review

Welch & Forbes sold out of Middleby (MIDD) in Q1 2020, closing a stake of 3,515 shares — an estimated $384K sold.

Welch & Forbes first reported a position in MIDD in Q4 2014 and held it in 21 quarters. The position peaked at $21.7M in Q3 2017. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

  • Welch & Forbes reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
  • Welch & Forbes sold 3,515 Middleby shares in Q1 2020, an estimated $384K.
  • Welch & Forbes first reported a position in Middleby in Q4 2014 and held it in 21 quarters.
  • Welch & Forbes's Middleby position peaked at $21.7M in Q3 2017.
  • 321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Welch & Forbes's 13F filing for Q1 2020, filed 17 Apr 2020.