DI
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Disciplined Investments’s Middleby MIDD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$1.48K – 973
2023
Q2 		$1.48K Sell
10
-1
-9% -$141 ﹤0.01% 788
2023
Q1 		$1.61K Buy
11
+2
+22% +$297 ﹤0.01% 760
2022
Q4 		$1.21K Sell
9
-3
-25% -$408 ﹤0.01% 821
2022
Q3 		$2K Hold
12
– – ﹤0.01% 678
2022
Q2 		$2K Buy
12
+1
+9% +$144 ﹤0.01% 690
2022
Q1 		$2K Buy
+11
New +$2K ﹤0.01% 739

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Disciplined Investments's MIDD Position: Q3 2023 in Review

Disciplined Investments sold out of Middleby (MIDD) in Q3 2023, closing a stake of 10 shares — an estimated $1.48K sold.

Disciplined Investments first reported a position in MIDD in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

  • Disciplined Investments reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Middleby shares in Q3 2023, an estimated $1.48K.
  • Disciplined Investments first reported a position in Middleby in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Middleby position peaked at $2K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.