CA
MIDD icon

Cetera Advisors’s Middleby MIDD Stock Holding History

Cetera 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 		$251K Buy
1,560
+188
+14% +$27.7K ﹤0.01% 2064
2023
Q4 		$202K Buy
+1,372
New +$174K ﹤0.01% 1641

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

Cetera Advisors's MIDD Position: Q1 2024 in Review

Cetera Advisors increased its Middleby (MIDD) stake by 14% in Q1 2024, buying an estimated $27.7K and bringing the position to 1,560 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Cetera Advisors first reported a position in MIDD in Q4 2023 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2024.

  • Cetera Advisors held 1,560 shares of Middleby worth $251K as of Q1 2024.
  • Cetera Advisors bought 188 Middleby shares in Q1 2024, an estimated $27.7K.
  • Middleby made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2064 holding.
  • Cetera Advisors first reported a position in Middleby in Q4 2023 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Middleby as of Q1 2024.

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