AWM
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Avior Wealth Management’s Middleby MIDD Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-323
Closed -$43.8K – 1703
2024
Q4 		$43.8K Buy
323
+1
+0.3% +$138 ﹤0.01% 1187
2024
Q3 		$44.8K Buy
322
+287
+820% +$38.5K ﹤0.01% 1160
2024
Q2 		$4.29K Sell
35
-793
-96% -$108K ﹤0.01% 1769
2024
Q1 		$133K Buy
+828
New +$122K 0.01% 846

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avior Wealth Management's MIDD Position: Q1 2025 in Review

Avior Wealth Management sold out of Middleby (MIDD) in Q1 2025, closing a stake of 323 shares — an estimated $43.8K sold.

Avior Wealth Management first reported a position in MIDD in Q1 2024 and held it in 4 quarters. The position peaked at $133K in Q1 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Avior Wealth Management reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 323 Middleby shares in Q1 2025, an estimated $43.8K.
  • Avior Wealth Management first reported a position in Middleby in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Middleby position peaked at $133K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.