Cetera Advisor Networks’s Middleby MIDD Stock Holding History

Cetera Advisor Networks’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	$322K	Buy	2,003 +365	+22%	+$53.8K	﹤0.01%	2234
2023 Q4	$241K	Buy	1,638 +51	+3%	+$6.48K	﹤0.01%	2393
2023 Q3	$203K	Buy	+1,587	New	+$225K	﹤0.01%	2424
2020 Q3	–	Sell	-262	Closed	-$21K	–	2306
2020 Q2	$21K	Buy	+262	New	+$17K	﹤0.01%	2363
2016 Q2	–	Sell	-4,352	Closed	-$465K	–	856
2016 Q1	$465K	Buy	4,352 +600	+16%	+$56.4K	0.03%	454
2015 Q4	$404K	Buy	3,752 +450	+14%	+$50.1K	0.03%	500
2015 Q3	$348K	Buy	+3,302	New	+$380K	0.02%	531

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Advisor Networks's MIDD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Middleby (MIDD) stake by 22% in Q1 2024, buying an estimated $53.8K and bringing the position to 2,003 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Cetera Advisor Networks first reported a position in MIDD in Q3 2015 and has held it in 7 quarters since. The position peaked at $465K in Q1 2016. 373 funds tracked by Wall St. Rank hold MIDD as of Q1 2024.

Cetera Advisor Networks held 2,003 shares of Middleby worth $322K as of Q1 2024.
Cetera Advisor Networks bought 365 Middleby shares in Q1 2024, an estimated $53.8K.
Middleby made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2234 holding.
Cetera Advisor Networks first reported a position in Middleby in Q3 2015 and has held it in 7 quarters since.
Cetera Advisor Networks's Middleby position peaked at $465K in Q1 2016.
373 funds tracked by Wall St. Rank held Middleby as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.