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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return