Bedel Financial Consulting’s Middleby MIDD Stock Holding History

Bedel Financial Consulting’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	-600	Closed	-$98K	–	602
2022 Q1	$98K	Hold	600	–	–	0.03%	282
2021 Q4	$118K	Hold	600	–	–	0.04%	256
2021 Q3	$102K	Hold	600	–	–	0.04%	269
2021 Q2	$104K	Hold	600	–	–	0.04%	265
2021 Q1	$99K	Hold	600	–	–	0.04%	260
2020 Q4	$77K	Hold	600	–	–	0.03%	259
2020 Q3	$54K	Hold	600	–	–	0.03%	293
2020 Q2	$47K	Hold	600	–	–	0.03%	282
2020 Q1	$34K	Hold	600	–	–	0.02%	313
2019 Q4	$66K	Hold	600	–	–	0.04%	258
2019 Q3	$70K	Sell	600 -3,528	-85%	-$433K	0.04%	248
2019 Q2	$560K	Hold	4,128	–	–	0.34%	55
2019 Q1	$537K	Hold	4,128	–	–	0.34%	55
2018 Q4	$424K	Hold	4,128	–	–	0.31%	64
2018 Q3	$485K	Hold	4,128	–	–	0.32%	63
2018 Q2	$431K	Hold	4,128	–	–	0.32%	69
2018 Q1	$511K	Hold	4,128	–	–	0.39%	52
2017 Q4	$557K	Buy	+4,128	New	+$505K	0.5%	47

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bedel Financial Consulting's MIDD Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Middleby (MIDD) in Q2 2022, closing a stake of 600 shares — an estimated $98K sold.

Bedel Financial Consulting first reported a position in MIDD in Q4 2017 and held it in 18 quarters. The position peaked at $560K in Q2 2019. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

Bedel Financial Consulting reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 600 Middleby shares in Q2 2022, an estimated $98K.
Bedel Financial Consulting first reported a position in Middleby in Q4 2017 and held it in 18 quarters.
Bedel Financial Consulting's Middleby position peaked at $560K in Q2 2019.
333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.