Evergreen Capital Management’s Middleby MIDD Stock Holding History

Evergreen Capital 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
2025 Q4	–	Sell	-1,858	Closed	-$247K	–	1480
2025 Q3	$247K	Buy	+1,858	New	+$258K	0.01%	1111

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Evergreen Capital Management's MIDD Position: Q4 2025 in Review

Evergreen Capital Management sold out of Middleby (MIDD) in Q4 2025, closing a stake of 1,858 shares — an estimated $247K sold.

Evergreen Capital Management first reported a position in MIDD in Q3 2025 and held it in 1 quarter. The position peaked at $247K in Q3 2025. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

Evergreen Capital Management reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 1,858 Middleby shares in Q4 2025, an estimated $247K.
Evergreen Capital Management first reported a position in Middleby in Q3 2025 and held it in 1 quarter.
Evergreen Capital Management's Middleby position peaked at $247K in Q3 2025.
413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.