BAM
MIDD icon

Belpointe Asset Management’s Middleby MIDD Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-616
Closed -$90.3K – 2233
2023
Q1 		$90.3K Buy
616
+423
+219% +$62.8K ﹤0.01% 1370
2022
Q4 		$25.8K Buy
+193
New +$26.3K ﹤0.01% 2000

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Belpointe Asset Management's MIDD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Middleby (MIDD) in Q2 2023, closing a stake of 616 shares — an estimated $90.3K sold.

Belpointe Asset Management first reported a position in MIDD in Q4 2022 and held it in 2 quarters. The position peaked at $90.3K in Q1 2023. 353 funds tracked by Wall St. Rank hold MIDD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Middleby position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 616 Middleby shares in Q2 2023, an estimated $90.3K.
  • Belpointe Asset Management first reported a position in Middleby in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Middleby position peaked at $90.3K in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Middleby as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.