Baystate Wealth Management’s Middleby MIDD Stock Holding History

Baystate 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
2023 Q4	$589	Hold	4	–	–	﹤0.01%	1193
2023 Q3	$512	Hold	4	–	–	﹤0.01%	938
2023 Q2	$591	Hold	4	–	–	﹤0.01%	969
2023 Q1	$586	Hold	4	–	–	﹤0.01%	969
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	879
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	830
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	851
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	838
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	835
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	780
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	749
2021 Q1	$1K	Buy	+4	New	+$589	﹤0.01%	679

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baystate Wealth Management's MIDD Position: Q4 2023 in Review

Baystate Wealth Management held its Middleby (MIDD) position steady in Q4 2023 at 4 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Baystate Wealth Management first reported a position in MIDD in Q1 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2022. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2023.

Baystate Wealth Management held 4 shares of Middleby worth $589 as of Q4 2023.
Baystate Wealth Management left its Middleby share count unchanged in Q4 2023.
Middleby made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1193 holding.
Baystate Wealth Management first reported a position in Middleby in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Middleby position peaked at $1K in Q4 2022.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.