Capital World Investors’s Middleby MIDD Stock Holding History

Capital World Investors’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 Q2	–	Sell	-449,500	Closed	-$65.9M	–	516
2023 Q1	$65.9M	Hold	449,500	–	–	0.01%	363
2022 Q4	$60.2M	Hold	449,500	–	–	0.01%	374
2022 Q3	$57.6M	Hold	449,500	–	–	0.01%	381
2022 Q2	$56.3M	Hold	449,500	–	–	0.01%	384
2022 Q1	$73.7M	Hold	449,500	–	–	0.01%	384
2021 Q4	$88.4M	Hold	449,500	–	–	0.01%	380
2021 Q3	$76.6M	Hold	449,500	–	–	0.01%	392
2021 Q2	$77.9M	Sell	449,500 -252,500	-36%	-$43M	0.01%	405
2021 Q1	$116M	Hold	702,000	–	–	0.02%	350
2020 Q4	$90.5M	Hold	702,000	–	–	0.02%	353
2020 Q3	$63M	Buy	+702,000	New	+$63.6M	0.01%	374
2020 Q1	–	Sell	-1,610,758	Closed	-$176M	–	537
2019 Q4	$176M	Buy	1,610,758 +360,679	+29%	+$41.4M	0.04%	265
2019 Q3	$146M	Buy	1,250,079 +280,221	+29%	+$34.4M	0.04%	264
2019 Q2	$132M	Buy	969,858 +164,928	+20%	+$22.2M	0.03%	281
2019 Q1	$105M	Buy	804,930 +745,430	+1,253%	+$89.5M	0.03%	293
2018 Q4	$6.11M	Buy	+59,500	New	+$6.77M	﹤0.01%	491

Other funds holding MIDD

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors's MIDD Position: Q2 2023 in Review

Capital World Investors sold out of Middleby (MIDD) in Q2 2023, closing a stake of 449,500 shares — an estimated $65.9M sold.

Capital World Investors first reported a position in MIDD in Q4 2018 and held it in 16 quarters. The position peaked at $176M in Q4 2019. 353 funds tracked by Wall St. Rank hold MIDD as of Q2 2023.

Capital World Investors reported no remaining Middleby position as of Q2 2023 after selling out during the quarter.
Capital World Investors sold 449,500 Middleby shares in Q2 2023, an estimated $65.9M.
Capital World Investors first reported a position in Middleby in Q4 2018 and held it in 16 quarters.
Capital World Investors's Middleby position peaked at $176M in Q4 2019.
353 funds tracked by Wall St. Rank held Middleby as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.