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FinTrust Capital Advisors’s Middleby MIDD Stock Holding History

FinTrust Capital Advisors’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 		$6.4K Hold
46
– – ﹤0.01% 1043
2024
Q2 		$5.64K Hold
46
– – ﹤0.01% 1017
2024
Q1 		$7.4K Hold
46
– – ﹤0.01% 910
2023
Q4 		$6.77K Buy
+46
New +$5.84K ﹤0.01% 897

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

FinTrust Capital Advisors's MIDD Position: Q3 2024 in Review

FinTrust Capital Advisors held its Middleby (MIDD) position steady in Q3 2024 at 46 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

FinTrust Capital Advisors first reported a position in MIDD in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.4K in Q1 2024. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • FinTrust Capital Advisors held 46 shares of Middleby worth $6.4K as of Q3 2024.
  • FinTrust Capital Advisors left its Middleby share count unchanged in Q3 2024.
  • Middleby made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1043 holding.
  • FinTrust Capital Advisors first reported a position in Middleby in Q4 2023 and has held it in 4 quarters since.
  • FinTrust Capital Advisors's Middleby position peaked at $7.4K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.