Burney Company’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,971
| Closed | -$590K | – | 618 |
|
|
2025
Q4 | $590K | Sell |
3,971
-275
| -6% | -$36.1K | 0.02% | 410 |
|
|
2025
Q3 | $564K | Sell |
4,246
-1,970
| -32% | -$274K | 0.02% | 400 |
|
|
2025
Q2 | $895K | Sell |
6,216
-5,007
| -45% | -$705K | 0.03% | 327 |
|
|
2025
Q1 | $1.71M | Sell |
11,223
-46,924
| -81% | -$7.36M | 0.06% | 232 |
|
|
2024
Q4 | $7.88M | Sell |
58,147
-4,257
| -7% | -$587K | 0.28% | 84 |
|
|
2024
Q3 | $8.68M | Sell |
62,404
-390
| -0.6% | -$52.4K | 0.31% | 81 |
|
|
2024
Q2 | $7.7M | Sell |
62,794
-1,449
| -2% | -$197K | 0.29% | 83 |
|
|
2024
Q1 | $10.3M | Sell |
64,243
-1,196
| -2% | -$176K | 0.39% | 65 |
|
|
2023
Q4 | $9.63M | Sell |
65,439
-4,705
| -7% | -$598K | 0.41% | 62 |
|
|
2023
Q3 | $8.98M | Sell |
70,144
-979
| -1% | -$139K | 0.42% | 63 |
|
|
2023
Q2 | $10.5M | Sell |
71,123
-19,718
| -22% | -$2.78M | 0.48% | 53 |
|
|
2023
Q1 | $13.3M | Buy |
90,841
+37,133
| +69% | +$5.52M | 0.66% | 28 |
|
|
2022
Q4 | $7.19M | Sell |
53,708
-5,883
| -10% | -$801K | 0.36% | 73 |
|
|
2022
Q3 | $7.64M | Sell |
59,591
-433
| -0.7% | -$60.8K | 0.42% | 67 |
|
|
2022
Q2 | $7.53M | Sell |
60,024
-884
| -1% | -$128K | 0.4% | 68 |
|
|
2022
Q1 | $9.98M | Sell |
60,908
-537
| -0.9% | -$97.5K | 0.46% | 56 |
|
|
2021
Q4 | $12.1M | Buy |
61,445
+394
| +0.6% | +$71.9K | 0.52% | 55 |
|
|
2021
Q3 | $10.4M | Sell |
61,051
-618
| -1% | -$112K | 0.49% | 60 |
|
|
2021
Q2 | $10.7M | Sell |
61,669
-3,082
| -5% | -$525K | 0.5% | 54 |
|
|
2021
Q1 | $10.7M | Buy |
64,751
+3,965
| +7% | +$584K | 0.53% | 54 |
|
|
2020
Q4 | $7.84M | Buy |
60,786
+3,660
| +6% | +$442K | 0.43% | 71 |
|
|
2020
Q3 | $5.13M | Buy |
57,126
+7,400
| +15% | +$670K | 0.32% | 95 |
|
|
2020
Q2 | $3.92M | Buy |
+49,726
| New | +$3.22M | 0.25% | 121 |
|
|
2018
Q3 | – | Sell |
-2,090
| Closed | -$218K | – | 460 |
|
|
2018
Q2 | $218K | Sell |
2,090
-130
| -6% | -$14.7K | 0.01% | 423 |
|
|
2018
Q1 | $275K | Buy |
2,220
+360
| +19% | +$47.1K | 0.02% | 346 |
|
|
2017
Q4 | $251K | Sell |
1,860
-275
| -13% | -$33.6K | 0.01% | 379 |
|
|
2017
Q3 | $273K | Hold |
2,135
| – | – | 0.02% | 336 |
|
|
2017
Q2 | $256K | Buy |
+2,135
| New | +$282K | 0.02% | 346 |
|
|
2016
Q2 | – | Sell |
-3,000
| Closed | -$320K | – | 385 |
|
|
2016
Q1 | $320K | Buy |
3,000
+160
| +6% | +$15K | 0.02% | 314 |
|
|
2015
Q4 | $308K | Sell |
2,840
-2,265
| -44% | -$252K | 0.02% | 301 |
|
|
2015
Q3 | $537K | Buy |
5,105
+1,405
| +38% | +$162K | 0.04% | 250 |
|
|
2015
Q2 | $415K | Sell |
3,700
-660
| -15% | -$70.6K | 0.03% | 294 |
|
|
2015
Q1 | $448K | Sell |
4,360
-1,490
| -25% | -$151K | 0.03% | 293 |
|
|
2014
Q4 | $580K | Sell |
5,850
-450
| -7% | -$41.1K | 0.05% | 252 |
|
|
2014
Q3 | $555K | Sell |
6,300
-90
| -1% | -$7.45K | 0.05% | 261 |
|
|
2014
Q2 | $529K | Sell |
6,390
-3,840
| -38% | -$316K | 0.05% | 265 |
|
|
2014
Q1 | $901K | Sell |
10,230
-2,040
| -17% | -$178K | 0.08% | 218 |
|
|
2013
Q4 | $980K | Sell |
12,270
-300
| -2% | -$22.2K | 0.1% | 207 |
|
|
2013
Q3 | $875K | Sell |
12,570
-840
| -6% | -$53.9K | 0.1% | 212 |
|
|
2013
Q2 | $760K | Buy |
+13,410
| New | +$704K | 0.09% | 211 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
