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Capital Advisors Ltd’s Middleby MIDD Stock Holding History

Capital Advisors Ltd’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
2023
Q4 		– Sell
-3
Closed – – 1405
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1397
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1447
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1412
2022
Q4 		$0 Hold
3
– – ﹤0.01% 1472
2022
Q3 		$0 Buy
3
+1
+50% +$140 ﹤0.01% 1402
2022
Q2 		$0 Buy
+2
New +$289 ﹤0.01% 1196

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Advisors Ltd's MIDD Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Middleby (MIDD) in Q4 2023, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in MIDD in Q2 2022 and held it in 6 quarters. The position peaked at $0 in Q3 2023. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Middleby position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 Middleby shares in Q4 2023.
  • Capital Advisors Ltd first reported a position in Middleby in Q2 2022 and held it in 6 quarters.
  • Capital Advisors Ltd's Middleby position peaked at $0 in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Middleby as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.