AAS
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Avantax Advisory Services’s Middleby MIDD Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-2,123
Closed -$295K – 2241
2024
Q3 		$295K Buy
2,123
+192
+10% +$25.8K ﹤0.01% 1758
2024
Q2 		$237K Buy
+1,931
New +$262K ﹤0.01% 1853

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.38T AUM 44.17% 1-Year Est. Return

Avantax Advisory Services's MIDD Position: Q4 2024 in Review

Avantax Advisory Services sold out of Middleby (MIDD) in Q4 2024, closing a stake of 2,123 shares — an estimated $295K sold.

Avantax Advisory Services first reported a position in MIDD in Q2 2024 and held it in 2 quarters. The position peaked at $295K in Q3 2024. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

  • Avantax Advisory Services reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 2,123 Middleby shares in Q4 2024, an estimated $295K.
  • Avantax Advisory Services first reported a position in Middleby in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Middleby position peaked at $295K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.