Capstone Investment Advisors
MIDD icon

Capstone Investment Advisors’s Middleby MIDD Stock Holding History

Capstone Investment 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
Q1 		– Sell
-2,790
Closed -$411K – 2464
2023
Q4 		$411K Buy
+2,790
New +$354K ﹤0.01% 1436
2023
Q3 		– Sell
-1,769
Closed -$262K – 2217
2023
Q2 		$262K Buy
+1,769
New +$249K ﹤0.01% 1455
2017
Q3 		– Sell
-5,300
Closed -$644K – 664
2017
Q2 		$644K Buy
5,300
+2,117
+67% +$280K 0.02% 382
2017
Q1 		$434K Buy
+3,183
New +$433K 0.01% 632
2016
Q4 		– Sell
-13,000
Closed -$1.61M – 1039
2016
Q3 		$1.61M Buy
13,000
+1,380
+12% +$169K 0.04% 295
2016
Q2 		$1.34M Sell
11,620
-3,080
-21% -$353K 0.03% 302
2016
Q1 		$1.57M Buy
+14,700
New +$1.38M 0.05% 228

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
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return