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Flagship Private Wealth’s Middleby MIDD Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-75
Closed -$13K – 207
2021
Q2 		$13K Hold
75
– – 0.01% 218
2021
Q1 		$12.3K Hold
75
– – 0.01% 206
2020
Q4 		$10.5K Buy
+75
New +$9.05K 0.01% 225

Other funds holding MIDD

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Flagship Private Wealth's MIDD Position: Q3 2021 in Review

Flagship Private Wealth sold out of Middleby (MIDD) in Q3 2021, closing a stake of 75 shares — an estimated $13K sold.

Flagship Private Wealth first reported a position in MIDD in Q4 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

  • Flagship Private Wealth reported no remaining Middleby position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 75 Middleby shares in Q3 2021, an estimated $13K.
  • Flagship Private Wealth first reported a position in Middleby in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Middleby position peaked at $13K in Q2 2021.
  • 365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.