BFO
MIDD icon

Boston Family Office’s Middleby MIDD Stock Holding History

Boston Family Office’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
2024
Q2 		– Sell
-3,506
Closed -$564K – 272
2024
Q1 		$564K Sell
3,506
-79
-2% -$11.6K 0.04% 184
2023
Q4 		$528K Hold
3,585
– – 0.04% 188
2023
Q3 		$459K Sell
3,585
-11,031
-75% -$1.57M 0.04% 191
2023
Q2 		$2.16M Sell
14,616
-952
-6% -$134K 0.17% 107
2023
Q1 		$2.28M Sell
15,568
-2,094
-12% -$311K 0.18% 102
2022
Q4 		$2.37M Sell
17,662
-463
-3% -$63K 0.2% 95
2022
Q3 		$2.32M Sell
18,125
-192
-1% -$26.9K 0.21% 92
2022
Q2 		$2.3M Hold
18,317
– – 0.19% 101
2022
Q1 		$3M Hold
18,317
– – 0.21% 91
2021
Q4 		$3.6M Buy
18,317
+1,343
+8% +$245K 0.23% 88
2021
Q3 		$2.89M Hold
16,974
– – 0.21% 96
2021
Q2 		$2.94M Sell
16,974
-75
-0.4% -$12.8K 0.21% 98
2021
Q1 		$2.83M Sell
17,049
-7,083
-29% -$1.04M 0.21% 96
2020
Q4 		$3.11M Sell
24,132
-2,535
-10% -$306K 0.24% 90
2020
Q3 		$2.39M Sell
26,667
-29,240
-52% -$2.65M 0.22% 95
2020
Q2 		$4.41M Sell
55,907
-17,827
-24% -$1.15M 0.43% 60
2020
Q1 		$4.19M Sell
73,734
-10,369
-12% -$1.02M 0.5% 60
2019
Q4 		$9.21M Buy
84,103
+365
+0.4% +$41.9K 0.88% 37
2019
Q3 		$9.79M Buy
83,738
+17
+0% +$2.08K 1.02% 37
2019
Q2 		$11.4M Sell
83,721
-142
-0.2% -$19.1K 1.18% 27
2019
Q1 		$10.9M Sell
83,863
-125
-0.1% -$15K 1.18% 24
2018
Q4 		$8.63M Sell
83,988
-578
-0.7% -$65.8K 1.07% 30
2018
Q3 		$10.9M Buy
84,566
+320
+0.4% +$36.5K 1.15% 25
2018
Q2 		$8.8M Sell
84,246
-240
-0.3% -$27.2K 1% 31
2018
Q1 		$10.5M Sell
84,486
-418
-0.5% -$54.7K 1.19% 22
2017
Q4 		$11.5M Sell
84,904
-745
-0.9% -$91.2K 1.26% 21
2017
Q3 		$11M Sell
85,649
-76
-0.1% -$9.37K 1.25% 19
2017
Q2 		$10.4M Sell
85,725
-162
-0.2% -$21.4K 1.23% 23
2017
Q1 		$11.7M Sell
85,887
-17,950
-17% -$2.44M 1.44% 18
2016
Q4 		$13.4M Sell
103,837
-8,395
-7% -$1.06M 1.74% 8
2016
Q3 		$13.9M Sell
112,232
-167
-0.1% -$20.5K 1.8% 9
2016
Q2 		$13M Sell
112,399
-4,746
-4% -$545K 1.68% 13
2016
Q1 		$12.5M Sell
117,145
-2,113
-2% -$199K 1.65% 14
2015
Q4 		$12.9M Sell
119,258
-1,350
-1% -$150K 1.76% 8
2015
Q3 		$12.7M Buy
120,608
+1,464
+1% +$169K 1.77% 9
2015
Q2 		$13.4M Sell
119,144
-1,367
-1% -$146K 1.68% 10
2015
Q1 		$12.4M Buy
120,511
+1,606
+1% +$163K 1.54% 13
2014
Q4 		$11.8M Buy
118,905
+1,920
+2% +$176K 1.47% 15
2014
Q3 		$10.3M Buy
116,985
+1,722
+1% +$143K 1.33% 17
2014
Q2 		$9.54M Buy
115,263
+32,673
+40% +$2.69M 1.21% 21
2014
Q1 		$7.27M Sell
82,590
-4,230
-5% -$369K 0.97% 30
2013
Q4 		$6.94M Sell
86,820
-102
-0.1% -$7.55K 0.92% 33
2013
Q3 		$6.05M Buy
86,922
+56,637
+187% +$3.64M 0.86% 36
2013
Q2 		$1.72M Buy
+30,285
New +$1.59M 0.26% 99

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Family Office's MIDD Position: Q2 2024 in Review

Boston Family Office sold out of Middleby (MIDD) in Q2 2024, closing a stake of 3,506 shares — an estimated $564K sold.

Boston Family Office first reported a position in MIDD in Q2 2013 and held it in 44 quarters. The position peaked at $13.9M in Q3 2016. 358 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

  • Boston Family Office reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
  • Boston Family Office sold 3,506 Middleby shares in Q2 2024, an estimated $564K.
  • Boston Family Office first reported a position in Middleby in Q2 2013 and held it in 44 quarters.
  • Boston Family Office's Middleby position peaked at $13.9M in Q3 2016.
  • 358 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on Boston Family Office's 13F filing for Q2 2024, filed 12 Aug 2024.