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Bel Air Investment Advisors’s Middleby MIDD Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$50.2M Buy
289,794
+3,977
+1% +$678K 1.53% 25
2021
Q1 		$47.4M Buy
+285,817
New +$42.1M 1.49% 24

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bel Air Investment Advisors's MIDD Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Middleby (MIDD) stake by 1.4% in Q2 2021, buying an estimated $678K and bringing the position to 289,794 shares worth $50.2M. The position accounts for 1.53% of the portfolio, ranked #25.

Bel Air Investment Advisors first reported a position in MIDD in Q1 2021 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

  • Bel Air Investment Advisors held 289,794 shares of Middleby worth $50.2M as of Q2 2021.
  • Bel Air Investment Advisors bought 3,977 Middleby shares in Q2 2021, an estimated $678K.
  • Middleby made up 1.53% of Bel Air Investment Advisors's portfolio in Q2 2021, its #25 holding.
  • Bel Air Investment Advisors first reported a position in Middleby in Q1 2021 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.