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Berman Capital Advisors’s Middleby MIDD Stock Holding History

Berman Capital 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
Q3 		$7K Buy
46
+13
+39% +$2.35K ﹤0.01% 1324
2021
Q2 		$5K Buy
33
+3
+10% +$511 ﹤0.01% 1355
2021
Q1 		$4K Hold
30
– – ﹤0.01% 1345
2020
Q4 		$3K Hold
30
– – ﹤0.01% 1312
2020
Q3 		$2K Hold
30
– – ﹤0.01% 1312
2020
Q2 		$2K Sell
30
-28
-48% -$1.81K ﹤0.01% 1291
2020
Q1 		$3K Buy
58
+22
+61% +$2.16K ﹤0.01% 1045
2019
Q4 		$3K Hold
36
– – ﹤0.01% 1115
2019
Q3 		$4K Hold
36
– – ﹤0.01% 1013
2019
Q2 		$4K Hold
36
– – ﹤0.01% 1025
2019
Q1 		$4K Buy
36
+16
+80% +$1.92K ﹤0.01% 926
2018
Q4 		$2K Buy
+20
New +$2.28K ﹤0.01% 878

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's MIDD Position: Q3 2021 in Review

Berman Capital Advisors increased its Middleby (MIDD) stake by 39% in Q3 2021, buying an estimated $2.35K and bringing the position to 46 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Berman Capital Advisors first reported a position in MIDD in Q4 2018 and has held it in 12 quarters since. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

  • Berman Capital Advisors held 46 shares of Middleby worth $7K as of Q3 2021.
  • Berman Capital Advisors bought 13 Middleby shares in Q3 2021, an estimated $2.35K.
  • Middleby made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1324 holding.
  • Berman Capital Advisors first reported a position in Middleby in Q4 2018 and has held it in 12 quarters since.
  • 365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.