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Wilbanks Smith & Thomas Asset Management’s Middleby MIDD Stock Holding History

Wilbanks Smith & Thomas Asset 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
-67
Closed -$9K – 930
2018
Q3 		$9K Buy
+67
New +$7.64K ﹤0.01% 1076

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MIDD Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Middleby (MIDD) in Q4 2018, closing a stake of 67 shares — an estimated $9K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MIDD in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 346 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 67 Middleby shares in Q4 2018, an estimated $9K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Middleby in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Middleby position peaked at $9K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.