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Winslow Evans & Crocker’s Middleby MIDD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$8K Sell
60
-640
-91% -$77.3K ﹤0.01% 993
2020
Q3 		$63K Hold
700
– – 0.02% 427
2020
Q2 		$55K Sell
700
-480
-41% -$31.1K 0.01% 449
2020
Q1 		$68K Hold
1,180
– – 0.02% 381
2019
Q4 		$130K Sell
1,180
-280
-19% -$32.1K 0.03% 352
2019
Q3 		$172K Hold
1,460
– – 0.05% 303
2019
Q2 		$200K Sell
1,460
-76
-5% -$10.2K 0.06% 288
2019
Q1 		$200K Hold
1,536
– – 0.06% 285
2018
Q4 		$158K Hold
1,536
– – 0.05% 288
2018
Q3 		$200K Hold
1,536
– – 0.06% 267
2018
Q2 		$162K Buy
1,536
+234
+18% +$26.5K 0.05% 297
2018
Q1 		$161K Hold
1,302
– – 0.05% 288
2017
Q4 		$176K Sell
1,302
-80
-6% -$9.79K 0.06% 282
2017
Q3 		$177K Sell
1,382
-244
-15% -$30.1K 0.06% 271
2017
Q2 		$198K Buy
1,626
+1,460
+880% +$193K 0.05% 317
2017
Q1 		$22.5K Buy
166
+2
+1% +$272 0.01% 707
2016
Q4 		$21K Buy
164
+48
+41% +$6.04K 0.01% 708
2016
Q3 		$14.3K Sell
116
-2
-2% -$246 ﹤0.01% 816
2016
Q2 		$13.5K Sell
118
-28
-19% -$3.21K ﹤0.01% 804
2016
Q1 		$15.6K Sell
146
-36
-20% -$3.38K ﹤0.01% 763
2015
Q4 		$19.6K Buy
182
+60
+49% +$6.68K 0.01% 752
2015
Q3 		$12.7K Buy
122
+38
+45% +$4.38K ﹤0.01% 833
2015
Q2 		$9.43K Buy
+84
New +$8.99K ﹤0.01% 941
2014
Q1 		– Sell
-453
Closed -$36K – 1352
2013
Q4 		$36K Buy
+453
New +$33.5K 0.01% 570

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Winslow Evans & Crocker's MIDD Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Middleby (MIDD) stake by 91% in Q4 2020, selling an estimated $77.3K and leaving 60 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Winslow Evans & Crocker first reported a position in MIDD in Q4 2013 and has held it in 24 quarters since. The position peaked at $200K in Q2 2019. 333 funds tracked by Wall St. Rank hold MIDD as of Q4 2020.

  • Winslow Evans & Crocker held 60 shares of Middleby worth $8K as of Q4 2020.
  • Winslow Evans & Crocker sold 640 Middleby shares in Q4 2020, an estimated $77.3K.
  • Middleby made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #993 holding.
  • Winslow Evans & Crocker first reported a position in Middleby in Q4 2013 and has held it in 24 quarters since.
  • Winslow Evans & Crocker's Middleby position peaked at $200K in Q2 2019.
  • 333 funds tracked by Wall St. Rank held Middleby as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.