EIG
MIDD icon

EdgePoint Investment Group’s Middleby MIDD Stock Holding History

EdgePoint Investment Group’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
Q3 		– Sell
-1,950,207
Closed -$239M – 40
2024
Q2 		$239M Sell
1,950,207
-48,315
-2% -$6.55M 2.01% 20
2024
Q1 		$321M Buy
1,998,522
+20,511
+1% +$3.02M 2.56% 18
2023
Q4 		$291M Sell
1,978,011
-112,501
-5% -$14.3M 2.52% 16
2023
Q3 		$268M Buy
2,090,512
+91,421
+5% +$13M 2.56% 16
2023
Q2 		$296M Buy
1,999,091
+106,407
+6% +$15M 2.66% 15
2023
Q1 		$277M Sell
1,892,684
-147,455
-7% -$21.9M 2.78% 14
2022
Q4 		$273M Sell
2,040,139
-253,638
-11% -$34.5M 2.91% 12
2022
Q3 		$294M Sell
2,293,777
-323,743
-12% -$45.4M 3.29% 13
2022
Q2 		$328M Buy
2,617,520
+312,784
+14% +$45.2M 2.93% 14
2022
Q1 		$378M Sell
2,304,736
-222,097
-9% -$40.3M 3.03% 15
2021
Q4 		$497M Sell
2,526,833
-457,565
-15% -$83.5M 3.79% 11
2021
Q3 		$509M Sell
2,984,398
-357,604
-11% -$64.6M 3.94% 11
2021
Q2 		$579M Sell
3,342,002
-506,124
-13% -$86.3M 4.4% 9
2021
Q1 		$638M Sell
3,848,126
-927,961
-19% -$137M 5.02% 7
2020
Q4 		$616M Buy
4,776,087
+17,870
+0.4% +$2.16M 5.48% 7
2020
Q3 		$427M Sell
4,758,217
-270,984
-5% -$24.5M 4.75% 10
2020
Q2 		$397M Sell
5,029,201
-652,769
-11% -$42.3M 4.69% 9
2020
Q1 		$323M Buy
5,681,970
+514,180
+10% +$50.4M 4.59% 10
2019
Q4 		$565M Buy
5,167,790
+52,136
+1% +$5.98M 5.17% 10
2019
Q3 		$598M Sell
5,115,654
-228,366
-4% -$28M 5.85% 9
2019
Q2 		$725M Sell
5,344,020
-233,370
-4% -$31.4M 7.24% 6
2019
Q1 		$725M Buy
5,577,390
+11,995
+0.2% +$1.44M 7.94% 3
2018
Q4 		$572M Buy
5,565,395
+442,749
+9% +$50.4M 6.79% 6
2018
Q3 		$663M Buy
5,122,646
+117,114
+2% +$13.4M 7.52% 4
2018
Q2 		$523M Buy
5,005,532
+3,020,865
+152% +$342M 6.51% 4
2018
Q1 		$246M Buy
+1,984,667
New +$260M 3.49% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return

EdgePoint Investment Group's MIDD Position: Q3 2024 in Review

EdgePoint Investment Group sold out of Middleby (MIDD) in Q3 2024, closing a stake of 1,950,207 shares — an estimated $239M sold.

EdgePoint Investment Group first reported a position in MIDD in Q1 2018 and held it in 26 quarters. The position peaked at $725M in Q1 2019. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • EdgePoint Investment Group reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • EdgePoint Investment Group sold 1,950,207 Middleby shares in Q3 2024, an estimated $239M.
  • EdgePoint Investment Group first reported a position in Middleby in Q1 2018 and held it in 26 quarters.
  • EdgePoint Investment Group's Middleby position peaked at $725M in Q1 2019.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on EdgePoint Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.