CA
MIDD icon

Claris Advisors’s Middleby MIDD Stock Holding History

Claris 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
Q4 		– Sell
-3
Closed -$417 – 718
2024
Q3 		$417 Buy
+3
New +$403 ﹤0.01% 727

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Claris Advisors's MIDD Position: Q4 2024 in Review

Claris Advisors sold out of Middleby (MIDD) in Q4 2024, closing a stake of 3 shares — an estimated $417 sold.

Claris Advisors first reported a position in MIDD in Q3 2024 and held it in 1 quarter. The position peaked at $417 in Q3 2024. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

  • Claris Advisors reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 3 Middleby shares in Q4 2024, an estimated $417.
  • Claris Advisors first reported a position in Middleby in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Middleby position peaked at $417 in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.