FGAM
MIDD icon

Financial Gravity Asset Management’s Middleby MIDD Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-3
Closed -$486 – 2046
2024
Q1 		$486 Buy
+3
New +$442 ﹤0.01% 1374
2023
Q3 		– Sell
-148
Closed -$413 – 1557
2023
Q2 		$413 Buy
+148
New +$20.9K ﹤0.01% 1032
2023
Q1 		– Sell
-134
Closed -$396 – 1445
2022
Q4 		$396 Buy
+134
New +$18.2K ﹤0.01% 834
2020
Q1 		– Sell
-4
Closed -$110K – 1269
2019
Q4 		$110K Hold
4
– – 0.08% 283
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1421
2019
Q2 		$1K Hold
4
– – ﹤0.01% 1085
2019
Q1 		$1K Buy
+4
New +$480 ﹤0.01% 1141
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1528
2018
Q2 		$0 Buy
+4
New +$453 ﹤0.01% 1536

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return