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Coppell Advisory Solutions’s Middleby MIDD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-606
Closed -$82.2K – 1244
2024
Q4 		$82.2K Buy
606
+417
+221% +$57.5K 0.01% 466
2024
Q3 		$26.8K Buy
+189
New +$25.4K ﹤0.01% 746

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coppell Advisory Solutions's MIDD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Middleby (MIDD) in Q1 2025, closing a stake of 606 shares — an estimated $82.2K sold.

Coppell Advisory Solutions first reported a position in MIDD in Q3 2024 and held it in 2 quarters. The position peaked at $82.2K in Q4 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 606 Middleby shares in Q1 2025, an estimated $82.2K.
  • Coppell Advisory Solutions first reported a position in Middleby in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Middleby position peaked at $82.2K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.