Zacks Investment Management’s Middleby MIDD Stock Holding History

Zacks Investment 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
2019 Q2	–	Sell	-7,106	Closed	-$924K	–	584
2019 Q1	$924K	Buy	+7,106	New	+$853K	0.02%	408
2017 Q3	–	Sell	-34,417	Closed	-$4.18M	–	629
2017 Q2	$4.18M	Buy	34,417 +176	+0.5%	+$23.2K	0.1%	152
2017 Q1	$4.67M	Buy	34,241 +658	+2%	+$89.5K	0.12%	146
2016 Q4	$4.33M	Sell	33,583 -5,708	-15%	-$718K	0.12%	145
2016 Q3	$4.86M	Buy	39,291 +647	+2%	+$79.4K	0.14%	136
2016 Q2	$4.45M	Sell	38,644 -29,436	-43%	-$3.38M	0.14%	142
2016 Q1	$7.27M	Sell	68,080 -12,216	-15%	-$1.15M	0.23%	114
2015 Q4	$8.66M	Sell	80,296 -19,040	-19%	-$2.12M	0.28%	99
2015 Q3	$10.4M	Sell	99,336 -35,338	-26%	-$4.07M	0.36%	87
2015 Q2	$15.1M	Buy	134,674 +74	+0.1%	+$7.92K	0.48%	74
2015 Q1	$13.8M	Sell	134,600 -6,069	-4%	-$616K	0.44%	80
2014 Q4	$13.9M	Buy	140,669 +527	+0.4%	+$48.2K	0.45%	78
2014 Q3	$12.3M	Sell	140,142 -6,418	-4%	-$532K	0.43%	79
2014 Q2	$12.2M	Sell	146,560 -17,027	-10%	-$1.4M	0.43%	76
2014 Q1	$14.4M	Buy	163,587 +3,633	+2%	+$317K	0.53%	62
2013 Q4	$12.8M	Sell	159,954 -37,515	-19%	-$2.78M	0.5%	70
2013 Q3	$13.8M	Sell	197,469 -10,896	-5%	-$699K	0.59%	51
2013 Q2	$11.8M	Buy	+208,365	New	+$10.9M	0.54%	64

Other funds holding MIDD

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return