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Capital Performance Advisors’s Middleby MIDD Stock Holding History

Capital Performance 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
Q4 		– Sell
-4
Closed -$557 – 1660
2024
Q3 		$557 Buy
+4
New +$537 ﹤0.01% 2198

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 Performance Advisors's MIDD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Middleby (MIDD) in Q4 2024, closing a stake of 4 shares — an estimated $557 sold.

Capital Performance Advisors first reported a position in MIDD in Q3 2024 and held it in 1 quarter. The position peaked at $557 in Q3 2024. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 Middleby shares in Q4 2024, an estimated $557.
  • Capital Performance Advisors first reported a position in Middleby in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Middleby position peaked at $557 in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.