Advisory Research’s Middleby MIDD Stock Holding History

Advisory Research’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
2022 Q2	–	Sell	-2,503	Closed	-$410K	–	411
2022 Q1	$410K	Sell	2,503 -1,481	-37%	-$269K	0.03%	269
2021 Q4	$784K	Sell	3,984 -463	-10%	-$84.5K	0.06%	220
2021 Q3	$758K	Buy	4,447 +121	+3%	+$21.9K	0.05%	220
2021 Q2	$750K	Buy	4,326 +154	+4%	+$26.2K	0.05%	233
2021 Q1	$692K	Buy	4,172 +810	+24%	+$119K	0.05%	236
2020 Q4	$433K	Sell	3,362 -614	-15%	-$74.1K	0.03%	273
2020 Q3	$357K	Buy	3,976 +830	+26%	+$75.2K	0.03%	257
2020 Q2	$248K	Buy	+3,146	New	+$204K	0.02%	296
2019 Q2	–	Sell	-3,453	Closed	-$449K	–	380
2019 Q1	$449K	Buy	+3,453	New	+$415K	0.01%	300
2018 Q1	–	Sell	-3,614	Closed	-$488K	–	403
2017 Q4	$488K	Buy	+3,614	New	+$442K	0.01%	335
2017 Q2	–	Sell	-8,469	Closed	-$1.16M	–	443
2017 Q1	$1.16M	Sell	8,469 -1,916	-18%	-$261K	0.02%	316
2016 Q4	$1.34M	Buy	+10,385	New	+$1.31M	0.02%	250

Other funds holding MIDD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Research's MIDD Position: Q2 2022 in Review

Advisory Research sold out of Middleby (MIDD) in Q2 2022, closing a stake of 2,503 shares — an estimated $410K sold.

Advisory Research first reported a position in MIDD in Q4 2016 and held it in 12 quarters. The position peaked at $1.34M in Q4 2016. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

Advisory Research reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 2,503 Middleby shares in Q2 2022, an estimated $410K.
Advisory Research first reported a position in Middleby in Q4 2016 and held it in 12 quarters.
Advisory Research's Middleby position peaked at $1.34M in Q4 2016.
333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.