Cerity Partners’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $850K | Buy |
6,408
+4,703
| +276% | +$713K | ﹤0.01% | 1952 |
|
|
2025
Q4 | $253K | Buy |
+1,705
| New | +$224K | ﹤0.01% | 2506 |
|
|
2025
Q3 | – | Sell |
-2,929
| Closed | -$422K | – | 2821 |
|
|
2025
Q2 | $422K | Sell |
2,929
-3,465
| -54% | -$488K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $972K | Sell |
6,394
-3,711
| -37% | -$582K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $1.4M | Sell |
10,105
-3,520
| -26% | -$485K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $1.9M | Buy |
13,625
+3,143
| +30% | +$422K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $1.29M | Sell |
10,482
-8,919
| -46% | -$1.21M | ﹤0.01% | 1115 |
|
|
2024
Q1 | $3.12M | Buy |
19,401
+14,143
| +269% | +$2.08M | 0.01% | 800 |
|
|
2023
Q4 | $774K | Buy |
+5,258
| New | +$668K | ﹤0.01% | 1076 |
|
|
2023
Q3 | – | Sell |
-5,694
| Closed | -$842K | – | 1595 |
|
|
2023
Q2 | $842K | Buy |
5,694
+1,145
| +25% | +$161K | ﹤0.01% | 976 |
|
|
2023
Q1 | $667K | Buy |
4,549
+328
| +8% | +$48.7K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $565K | Sell |
4,221
-59
| -1% | -$8.03K | ﹤0.01% | 889 |
|
|
2022
Q3 | $549K | Buy |
4,280
+2,300
| +116% | +$323K | 0.01% | 684 |
|
|
2022
Q2 | $248K | Buy |
1,980
+538
| +37% | +$77.7K | ﹤0.01% | 991 |
|
|
2022
Q1 | $237K | Sell |
1,442
-379
| -21% | -$68.8K | ﹤0.01% | 813 |
|
|
2021
Q4 | $359K | Buy |
+1,821
| New | +$332K | 0.01% | 715 |
|
|
2020
Q1 | – | Sell |
-4,198
| Closed | -$460K | – | 497 |
|
|
2019
Q4 | $460K | Buy |
4,198
+122
| +3% | +$14K | 0.02% | 349 |
|
|
2019
Q3 | $476K | Buy |
+4,076
| New | +$500K | 0.03% | 325 |
|
|
2019
Q1 | – | Sell |
-5,087
| Closed | -$523K | – | 558 |
|
|
2018
Q4 | $523K | Buy |
5,087
+134
| +3% | +$15.3K | 0.04% | 310 |
|
|
2018
Q3 | $641K | Buy |
4,953
+213
| +4% | +$24.3K | 0.04% | 300 |
|
|
2018
Q2 | $495K | Buy |
4,740
+226
| +5% | +$25.6K | 0.04% | 332 |
|
|
2018
Q1 | $559K | Sell |
4,514
-23
| -0.5% | -$3.01K | 0.04% | 315 |
|
|
2017
Q4 | $612K | Sell |
4,537
-693
| -13% | -$84.8K | 0.04% | 299 |
|
|
2017
Q3 | $670K | Sell |
5,230
-178,228
| -97% | -$22M | 0.05% | 278 |
|
|
2017
Q2 | $12.6M | Buy |
183,458
+179,148
| +4,157% | +$23.7M | 1.06% | 14 |
|
|
2017
Q1 | $588K | Buy |
+4,310
| New | +$586K | 0.05% | 239 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
