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Cresset Asset Management’s Middleby MIDD Stock Holding History

Cresset Asset Management’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
-6,934
Closed -$965K – 2025
2024
Q3 		$965K Buy
6,934
+3,951
+132% +$531K ﹤0.01% 1182
2024
Q2 		$366K Buy
+2,983
New +$405K ﹤0.01% 1608
2019
Q2 		– Sell
-440
Closed -$57K – 1187
2019
Q1 		$57K Buy
440
+20
+5% +$2.4K ﹤0.01% 739
2018
Q4 		$43K Buy
+420
New +$47.8K ﹤0.01% 524

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

Cresset Asset Management's MIDD Position: Q4 2024 in Review

Cresset Asset Management sold out of Middleby (MIDD) in Q4 2024, closing a stake of 6,934 shares — an estimated $965K sold.

Cresset Asset Management first reported a position in MIDD in Q4 2018 and held it in 4 quarters. The position peaked at $965K in Q3 2024. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

  • Cresset Asset Management reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 6,934 Middleby shares in Q4 2024, an estimated $965K.
  • Cresset Asset Management first reported a position in Middleby in Q4 2018 and held it in 4 quarters.
  • Cresset Asset Management's Middleby position peaked at $965K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.