Dimensional Fund Advisors’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188M | Buy |
1,303,479
+62,149
| +5% | +$8.95M | 0.04% | 543 |
|
|
2025
Q1 | $189M | Sell |
1,241,330
-6,341
| -0.5% | -$964K | 0.05% | 510 |
|
|
2024
Q4 | $169M | Buy |
1,247,671
+150,709
| +14% | +$20.4M | 0.04% | 598 |
|
|
2024
Q3 | $153M | Buy |
1,096,962
+193,616
| +21% | +$26.9M | 0.04% | 682 |
|
|
2024
Q2 | $111M | Buy |
903,346
+274,513
| +44% | +$33.7M | 0.03% | 876 |
|
|
2024
Q1 | $101M | Buy |
628,833
+10,859
| +2% | +$1.75M | 0.03% | 940 |
|
|
2023
Q4 | $91M | Buy |
617,974
+13,632
| +2% | +$2.01M | 0.03% | 985 |
|
|
2023
Q3 | $77.4M | Buy |
604,342
+9,068
| +2% | +$1.16M | 0.03% | 1012 |
|
|
2023
Q2 | $88M | Buy |
595,274
+22,315
| +4% | +$3.3M | 0.03% | 939 |
|
|
2023
Q1 | $84M | Buy |
572,959
+16,599
| +3% | +$2.43M | 0.03% | 951 |
|
|
2022
Q4 | $74.5K | Buy |
556,360
+14,647
| +3% | +$1.96K | 0.02% | 990 |
|
|
2022
Q3 | $69.4M | Buy |
541,713
+22,027
| +4% | +$2.82M | 0.03% | 964 |
|
|
2022
Q2 | $65.1M | Sell |
519,686
-5,215
| -1% | -$654K | 0.02% | 1059 |
|
|
2022
Q1 | $86.1M | Sell |
524,901
-10,538
| -2% | -$1.73M | 0.03% | 955 |
|
|
2021
Q4 | $105M | Sell |
535,439
-1,873
| -0.3% | -$369K | 0.03% | 844 |
|
|
2021
Q3 | $91.6M | Sell |
537,312
-701
| -0.1% | -$120K | 0.03% | 903 |
|
|
2021
Q2 | $93.2M | Sell |
538,013
-91,325
| -15% | -$15.8M | 0.03% | 905 |
|
|
2021
Q1 | $104M | Sell |
629,338
-38,304
| -6% | -$6.35M | 0.03% | 801 |
|
|
2020
Q4 | $86.1M | Buy |
667,642
+1,988
| +0.3% | +$256K | 0.03% | 892 |
|
|
2020
Q3 | $59.7M | Buy |
665,654
+63,558
| +11% | +$5.7M | 0.03% | 1038 |
|
|
2020
Q2 | $47.5M | Buy |
602,096
+120,443
| +25% | +$9.51M | 0.02% | 1243 |
|
|
2020
Q1 | $27.4M | Buy |
481,653
+26,285
| +6% | +$1.5M | 0.01% | 1538 |
|
|
2019
Q4 | $49.9M | Buy |
455,368
+8,111
| +2% | +$888K | 0.02% | 1437 |
|
|
2019
Q3 | $52.3M | Buy |
447,257
+19,352
| +5% | +$2.26M | 0.02% | 1347 |
|
|
2019
Q2 | $58.1M | Buy |
427,905
+8,083
| +2% | +$1.1M | 0.02% | 1277 |
|
|
2019
Q1 | $54.6M | Buy |
419,822
+36,556
| +10% | +$4.75M | 0.02% | 1307 |
|
|
2018
Q4 | $39.4M | Buy |
383,266
+63,349
| +20% | +$6.51M | 0.02% | 1513 |
|
|
2018
Q3 | $41.4M | Buy |
319,917
+5,120
| +2% | +$662K | 0.02% | 1645 |
|
|
2018
Q2 | $32.9M | Buy |
314,797
+2,719
| +0.9% | +$284K | 0.01% | 1799 |
|
|
2018
Q1 | $38.6M | Buy |
312,078
+22,000
| +8% | +$2.72M | 0.02% | 1602 |
|
|
2017
Q4 | $39.1M | Buy |
290,078
+28,861
| +11% | +$3.89M | 0.02% | 1600 |
|
|
2017
Q3 | $33.5M | Buy |
261,217
+40,667
| +18% | +$5.21M | 0.01% | 1691 |
|
|
2017
Q2 | $26.8M | Buy |
220,550
+6,218
| +3% | +$755K | 0.01% | 1828 |
|
|
2017
Q1 | $29.2M | Buy |
214,332
+1,678
| +0.8% | +$229K | 0.01% | 1723 |
|
|
2016
Q4 | $27.4M | Buy |
212,654
+2,435
| +1% | +$314K | 0.01% | 1734 |
|
|
2016
Q3 | $26M | Buy |
210,219
+8,028
| +4% | +$992K | 0.01% | 1706 |
|
|
2016
Q2 | $23.3M | Sell |
202,191
-10,919
| -5% | -$1.26M | 0.01% | 1716 |
|
|
2016
Q1 | $22.8M | Sell |
213,110
-35,062
| -14% | -$3.74M | 0.01% | 1708 |
|
|
2015
Q4 | $26.8M | Sell |
248,172
-17,191
| -6% | -$1.85M | 0.02% | 1513 |
|
|
2015
Q3 | $27.9M | Sell |
265,363
-22,856
| -8% | -$2.4M | 0.02% | 1418 |
|
|
2015
Q2 | $32.3M | Buy |
288,219
+4,854
| +2% | +$545K | 0.02% | 1354 |
|
|
2015
Q1 | $29.1M | Buy |
283,365
+7,181
| +3% | +$737K | 0.02% | 1411 |
|
|
2014
Q4 | $27.4M | Sell |
276,184
-73,042
| -21% | -$7.24M | 0.02% | 1404 |
|
|
2014
Q3 | $30.8M | Sell |
349,226
-175,651
| -33% | -$15.5M | 0.02% | 1132 |
|
|
2014
Q2 | $43.4M | Sell |
524,877
-37,665
| -7% | -$3.12M | 0.03% | 838 |
|
|
2014
Q1 | $49.5M | Sell |
562,542
-10,836
| -2% | -$954K | 0.04% | 643 |
|
|
2013
Q4 | $45.9M | Sell |
573,378
-10,785
| -2% | -$863K | 0.04% | 676 |
|
|
2013
Q3 | $40.7M | Sell |
584,163
-33,933
| -5% | -$2.36M | 0.04% | 679 |
|
|
2013
Q2 | $35M | Buy |
+618,096
| New | +$35M | 0.03% | 720 |
|