BW
MIDD icon

Bison Wealth’s Middleby MIDD Stock Holding History

Bison Wealth’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
Q1 		– Sell
-20,314
Closed -$20K – 393
2021
Q4 		$20K Hold
20,314
– – 0.01% 288
2021
Q3 		$20K Hold
20,314
– – 0.01% 373
2021
Q2 		$20K Hold
20,314
– – 0.01% 365
2021
Q1 		$20K Buy
+20,314
New +$2.99M 0.01% 368

Other funds holding MIDD

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bison Wealth's MIDD Position: Q1 2022 in Review

Bison Wealth sold out of Middleby (MIDD) in Q1 2022, closing a stake of 20,314 shares — an estimated $20K sold.

Bison Wealth first reported a position in MIDD in Q1 2021 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 388 funds tracked by Wall St. Rank hold MIDD as of Q1 2022.

  • Bison Wealth reported no remaining Middleby position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 20,314 Middleby shares in Q1 2022, an estimated $20K.
  • Bison Wealth first reported a position in Middleby in Q1 2021 and held it in 4 quarters.
  • Bison Wealth's Middleby position peaked at $20K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.