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MIDD icon

ALPS Advisors’s Middleby MIDD Stock Holding History

ALPS Advisors’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
-1,262
Closed -$207K – 1076
2022
Q1 		$207K Buy
1,262
+175
+16% +$31.8K ﹤0.01% 800
2021
Q4 		$214K Buy
+1,087
New +$198K ﹤0.01% 870
2018
Q1 		– Sell
-3,876
Closed -$523K – 952
2017
Q4 		$523K Hold
3,876
– – ﹤0.01% 508
2017
Q3 		$497K Buy
3,876
+379
+11% +$46.7K ﹤0.01% 531
2017
Q2 		$425K Sell
3,497
-740
-17% -$97.7K ﹤0.01% 650
2017
Q1 		$578K Buy
4,237
+892
+27% +$121K ﹤0.01% 299
2016
Q4 		$431K Sell
3,345
-67
-2% -$8.43K ﹤0.01% 534
2016
Q3 		$422K Buy
+3,412
New +$419K ﹤0.01% 465
2015
Q1 		– Sell
-5,768
Closed -$572K – 730
2014
Q4 		$572K Sell
5,768
-874
-13% -$79.9K ﹤0.01% 331
2014
Q3 		$585K Buy
6,642
+135
+2% +$11.2K ﹤0.01% 350
2014
Q2 		$538K Buy
6,507
+168
+3% +$13.8K ﹤0.01% 494
2014
Q1 		$558K Sell
6,339
-468
-7% -$40.8K 0.01% 480
2013
Q4 		$559K Buy
6,807
+3,360
+97% +$249K 0.01% 264
2013
Q3 		$240K Buy
+3,447
New +$221K ﹤0.01% 556

Other funds holding MIDD

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
Select Equity Group
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors's MIDD Position: Q2 2022 in Review

ALPS Advisors sold out of Middleby (MIDD) in Q2 2022, closing a stake of 1,262 shares — an estimated $207K sold.

ALPS Advisors first reported a position in MIDD in Q3 2013 and held it in 14 quarters. The position peaked at $585K in Q3 2014. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

  • ALPS Advisors reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
  • ALPS Advisors sold 1,262 Middleby shares in Q2 2022, an estimated $207K.
  • ALPS Advisors first reported a position in Middleby in Q3 2013 and held it in 14 quarters.
  • ALPS Advisors's Middleby position peaked at $585K in Q3 2014.
  • 333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on ALPS Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.