CAL
MIDD icon

Capital Analysts LLC’s Middleby MIDD Stock Holding History

Capital Analysts LLC’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
-5
Closed -$1K – 1173
2023
Q3 		$1K Buy
+5
New +$710 ﹤0.01% 1117
2016
Q1 		– Sell
-1,540
Closed -$166K – 401
2015
Q4 		$166K Sell
1,540
-55
-3% -$6.13K 0.03% 183
2015
Q3 		$168K Buy
1,595
+70
+5% +$8.06K 0.03% 193
2015
Q2 		$171K Sell
1,525
-620
-29% -$66.3K 0.04% 183
2015
Q1 		$220K Sell
2,145
-270
-11% -$27.4K 0.05% 165
2014
Q4 		$239K Sell
2,415
-195
-7% -$17.8K 0.05% 152
2014
Q3 		$230K Buy
2,610
+1,740
+200% +$144K 0.05% 152
2014
Q2 		$72K Buy
+870
New +$71.6K 0.02% 204

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 $19.5B AUM 17.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return