First Personal Financial Services’s Middleby MIDD Stock Holding History

First Personal Financial Services’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	$140	Buy	+1	New	+$134	﹤0.01%	510
2019 Q3	–	Sell	-37	Closed	-$5K	–	681
2019 Q2	$5K	Hold	37	–	–	﹤0.01%	594
2019 Q1	$5K	Hold	37	–	–	﹤0.01%	595
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	588
2018 Q3	$5K	Hold	37	–	–	﹤0.01%	600
2018 Q2	$4K	Sell	37 -289	-89%	-$32.7K	﹤0.01%	603
2018 Q1	$41K	Sell	326 -96	-23%	-$12.6K	0.01%	479
2017 Q4	$57K	Buy	422 +94	+29%	+$11.5K	0.01%	446
2017 Q3	$42K	Hold	328	–	–	0.01%	460
2017 Q2	$40K	Buy	328 +10	+3%	+$1.32K	0.01%	462
2017 Q1	$43K	Buy	318 +25	+9%	+$3.4K	0.01%	428
2016 Q4	$38K	Buy	293 +27	+10%	+$3.4K	0.01%	425
2016 Q3	$33K	Buy	266 +15	+6%	+$1.84K	0.01%	347
2016 Q2	$29K	Buy	+251	New	+$28.8K	0.01%	361

Other funds holding MIDD

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

First Personal Financial Services's MIDD Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Middleby (MIDD) in Q3 2024: 1 share worth $140. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MIDD as recently as Q2 2019.

First Personal Financial Services first reported a position in MIDD in Q2 2016 and has held it in 14 quarters since. The position peaked at $57K in Q4 2017. 387 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

First Personal Financial Services held 1 share of Middleby worth $140 as of Q3 2024.
Middleby was a new First Personal Financial Services position in Q3 2024.
Middleby made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #510 holding.
First Personal Financial Services first reported a position in Middleby in Q2 2016 and has held it in 14 quarters since.
First Personal Financial Services's Middleby position peaked at $57K in Q4 2017.
387 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.