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Carolinas Wealth Consulting’s Middleby MIDD Stock Holding History

Carolinas Wealth Consulting’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
-6
Closed -$821 – 1114
2023
Q4 		$821 Sell
6
-4
-40% -$508 ﹤0.01% 851
2023
Q3 		$1.13K Sell
10
-1
-9% -$142 ﹤0.01% 809
2023
Q2 		$1.6K Hold
11
– – ﹤0.01% 844
2023
Q1 		$1.61K Hold
11
– – ﹤0.01% 834
2022
Q4 		$1.47K Buy
+11
New +$1.5K ﹤0.01% 849

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carolinas Wealth Consulting's MIDD Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Middleby (MIDD) in Q1 2024, closing a stake of 6 shares — an estimated $821 sold.

Carolinas Wealth Consulting first reported a position in MIDD in Q4 2022 and held it in 5 quarters. The position peaked at $1.61K in Q1 2023. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Middleby position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6 Middleby shares in Q1 2024, an estimated $821.
  • Carolinas Wealth Consulting first reported a position in Middleby in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Middleby position peaked at $1.61K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Middleby as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.