Ethic Inc’s Middleby MIDD Stock Holding History

Ethic Inc’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 Q4	–	Sell	-2,277	Closed	-$303K	–	1255
2025 Q3	$303K	Sell	2,277 -5,718	-72%	-$794K	0.01%	998
2025 Q2	$1.16M	Sell	7,995 -199	-2%	-$28K	0.02%	574
2025 Q1	$1.25M	Buy	8,194 +740	+10%	+$116K	0.03%	544
2024 Q4	$1.01M	Sell	7,454 -726	-9%	-$100K	0.02%	598
2024 Q3	$1.32M	Buy	8,180 +42	+0.5%	+$5.64K	0.03%	494
2024 Q2	$998K	Sell	8,138 -42	-0.5%	-$5.7K	0.02%	563
2024 Q1	$1.32M	Buy	8,180 +2,235	+38%	+$329K	0.03%	496
2023 Q4	$875K	Buy	5,945 +2,912	+96%	+$370K	0.03%	573
2023 Q3	$388K	Sell	3,033 -912	-23%	-$130K	0.01%	751
2023 Q2	$583K	Buy	3,945 +271	+7%	+$38.2K	0.02%	603
2023 Q1	$539K	Buy	3,674 +2,043	+125%	+$304K	0.02%	632
2022 Q4	$218K	Buy	+1,631	New	+$222K	0.01%	807

Other funds holding MIDD

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return