Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Middleby MIDD Stock Holding History

Cambridge Investment Research 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
2024
Q2 		– Sell
-1,573
Closed -$253K – 3388
2024
Q1 		$253K Sell
1,573
-23
-1% -$3.39K ﹤0.01% 2841
2023
Q4 		$235K Buy
+1,596
New +$203K ﹤0.01% 2795
2023
Q3 		– Sell
-1,548
Closed -$229K – 3221
2023
Q2 		$229K Sell
1,548
-64
-4% -$9.03K ﹤0.01% 2764
2023
Q1 		$236K Buy
+1,612
New +$239K ﹤0.01% 2682
2022
Q4 		– Sell
-11,280
Closed -$1.45M – 3172
2022
Q3 		$1.45M Buy
+11,280
New +$1.58M 0.01% 1239
2021
Q4 		– Sell
-1,289
Closed -$220K – 3234
2021
Q3 		$220K Buy
+1,289
New +$233K ﹤0.01% 2733
2019
Q3 		– Sell
-2,381
Closed -$323K – 2383
2019
Q2 		$323K Buy
+2,381
New +$320K ﹤0.01% 1705
2017
Q1 		– Sell
-4,098
Closed -$528K – 1789
2016
Q4 		$528K Buy
+4,098
New +$516K 0.01% 981
2016
Q2 		– Sell
-6,964
Closed -$744K – 1652
2016
Q1 		$744K Sell
6,964
-1,854
-21% -$174K 0.02% 696
2015
Q4 		$951K Buy
8,818
+223
+3% +$24.8K 0.02% 564
2015
Q3 		$904K Sell
8,595
-3,005
-26% -$346K 0.03% 515
2015
Q2 		$1.3M Sell
11,600
-147
-1% -$15.7K 0.04% 424
2015
Q1 		$1.21M Buy
11,747
+9
+0.1% +$914 0.03% 444
2014
Q4 		$1.16M Buy
11,738
+2,992
+34% +$274K 0.04% 434
2014
Q3 		$771K Buy
8,746
+6,025
+221% +$499K 0.02% 616
2014
Q2 		$225K Sell
2,721
-4,110
-60% -$338K 0.01% 1143
2014
Q1 		$602K Buy
+6,831
New +$596K 0.02% 627

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

Cambridge Investment Research Advisors's MIDD Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Middleby (MIDD) in Q2 2024, closing a stake of 1,573 shares — an estimated $253K sold.

Cambridge Investment Research Advisors first reported a position in MIDD in Q1 2014 and held it in 17 quarters. The position peaked at $1.45M in Q3 2022. 357 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,573 Middleby shares in Q2 2024, an estimated $253K.
  • Cambridge Investment Research Advisors first reported a position in Middleby in Q1 2014 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's Middleby position peaked at $1.45M in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.