AG
MIDD icon

Algert Global’s Middleby MIDD Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-5,399
Closed -$662K – 1421
2024
Q2 		$662K Buy
+5,399
New +$732K 0.02% 803
2022
Q3 		– Sell
-2,604
Closed -$326K – 1261
2022
Q2 		$326K Sell
2,604
-7,120
-73% -$1.03M 0.02% 892
2022
Q1 		$1.59M Buy
9,724
+5,416
+126% +$984K 0.1% 316
2021
Q4 		$848K Sell
4,308
-450
-9% -$82.1K 0.11% 329
2021
Q3 		$811K Buy
+4,758
New +$860K 0.11% 331
2020
Q4 		– Sell
-2,468
Closed -$221K – 457
2020
Q3 		$221K Buy
+2,468
New +$224K 0.07% 302
2013
Q4 		– Sell
-2,880
Closed -$201K – 369
2013
Q3 		$201K Buy
+2,880
New +$185K 0.06% 311

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Algert Global's MIDD Position: Q3 2024 in Review

Algert Global sold out of Middleby (MIDD) in Q3 2024, closing a stake of 5,399 shares — an estimated $662K sold.

Algert Global first reported a position in MIDD in Q3 2013 and held it in 7 quarters. The position peaked at $1.59M in Q1 2022. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • Algert Global reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 5,399 Middleby shares in Q3 2024, an estimated $662K.
  • Algert Global first reported a position in Middleby in Q3 2013 and held it in 7 quarters.
  • Algert Global's Middleby position peaked at $1.59M in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.