CTA
MIDD icon

Chesley Taft & Associates’s Middleby MIDD Stock Holding History

Chesley Taft & Associates’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
2023
Q2 		– Sell
-2,080
Closed -$305K – 295
2023
Q1 		$305K Sell
2,080
-180
-8% -$26.7K 0.02% 260
2022
Q4 		$303K Sell
2,260
-435
-16% -$59.2K 0.02% 258
2022
Q3 		$345K Sell
2,695
-150
-5% -$21.1K 0.03% 240
2022
Q2 		$357K Buy
2,845
+45
+2% +$6.5K 0.02% 251
2022
Q1 		$407K Buy
+2,800
New +$509K 0.02% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chesley Taft & Associates's MIDD Position: Q2 2023 in Review

Chesley Taft & Associates sold out of Middleby (MIDD) in Q2 2023, closing a stake of 2,080 shares — an estimated $305K sold.

Chesley Taft & Associates first reported a position in MIDD in Q1 2022 and held it in 5 quarters. The position peaked at $407K in Q1 2022. 353 funds tracked by Wall St. Rank hold MIDD as of Q2 2023.

  • Chesley Taft & Associates reported no remaining Middleby position as of Q2 2023 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,080 Middleby shares in Q2 2023, an estimated $305K.
  • Chesley Taft & Associates first reported a position in Middleby in Q1 2022 and held it in 5 quarters.
  • Chesley Taft & Associates's Middleby position peaked at $407K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Middleby as of Q2 2023.

Based on Chesley Taft & Associates's 13F filing for Q2 2023, filed 18 Jul 2023.