Baird Financial Group
MIDD icon

Baird Financial Group’s Middleby MIDD Stock Holding History

Baird Financial Group’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
2023
Q1 		– Sell
-2,137
Closed -$286K – 1729
2022
Q4 		$286K Sell
2,137
-823
-28% -$112K ﹤0.01% 1472
2022
Q3 		$379K Sell
2,960
-1,713
-37% -$240K ﹤0.01% 1375
2022
Q2 		$586K Sell
4,673
-33
-0.7% -$4.76K ﹤0.01% 1283
2022
Q1 		$771K Buy
4,706
+2,714
+136% +$493K ﹤0.01% 1257
2021
Q4 		$392K Sell
1,992
-21
-1% -$3.83K ﹤0.01% 1574
2021
Q3 		$343K Buy
+2,013
New +$364K ﹤0.01% 1617
2020
Q1 		– Sell
-5,346
Closed -$585K – 1506
2019
Q4 		$585K Sell
5,346
-407
-7% -$46.7K ﹤0.01% 1126
2019
Q3 		$673K Buy
5,753
+885
+18% +$109K ﹤0.01% 1083
2019
Q2 		$661K Buy
4,868
+13
+0.3% +$1.75K ﹤0.01% 1119
2019
Q1 		$631K Sell
4,855
-1,188
-20% -$143K ﹤0.01% 971
2018
Q4 		$621K Sell
6,043
-1,033
-15% -$118K ﹤0.01% 920
2018
Q3 		$889K Buy
7,076
+768
+12% +$87.6K 0.01% 879
2018
Q2 		$659K Sell
6,308
-4,989
-44% -$565K ﹤0.01% 939
2018
Q1 		$1.4M Sell
11,297
-339,920
-97% -$44.5M 0.01% 735
2017
Q4 		$47.4M Sell
351,217
-364
-0.1% -$44.5K 0.34% 85
2017
Q3 		$45.1M Sell
351,581
-10,936
-3% -$1.35M 0.34% 81
2017
Q2 		$44M Sell
362,517
-10,418
-3% -$1.38M 0.35% 80
2017
Q1 		$50.9M Sell
372,935
-4,426
-1% -$602K 0.41% 47
2016
Q4 		$48.6M Sell
377,361
-26,798
-7% -$3.37M 0.42% 47
2016
Q3 		$50M Sell
404,159
-21,082
-5% -$2.59M 0.45% 52
2016
Q2 		$49M Buy
425,241
+17,867
+4% +$2.05M 0.45% 53
2016
Q1 		$43.5M Sell
407,374
-33,202
-8% -$3.12M 0.42% 58
2015
Q4 		$47.5M Sell
440,576
-683
-0.2% -$76.1K 0.48% 46
2015
Q3 		$46.4M Buy
441,259
+173
+0% +$19.9K 0.49% 51
2015
Q2 		$49.5M Buy
+441,086
New +$47.2M 0.49% 50

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baird Financial Group's MIDD Position: Q1 2023 in Review

Baird Financial Group sold out of Middleby (MIDD) in Q1 2023, closing a stake of 2,137 shares — an estimated $286K sold.

Baird Financial Group first reported a position in MIDD in Q2 2015 and held it in 25 quarters. The position peaked at $50.9M in Q1 2017. 350 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

  • Baird Financial Group reported no remaining Middleby position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 2,137 Middleby shares in Q1 2023, an estimated $286K.
  • Baird Financial Group first reported a position in Middleby in Q2 2015 and held it in 25 quarters.
  • Baird Financial Group's Middleby position peaked at $50.9M in Q1 2017.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.