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Gerber Kawasaki Wealth & Investment Management’s Middleby MIDD Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 761
2021
Q3 		$1K Buy
+1
New +$181 ﹤0.01% 1026

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 $535B AUM 26.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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 $74.2B AUM 0.68% 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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MIDD Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Middleby (MIDD) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MIDD in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 378 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Middleby position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Middleby share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Middleby in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Middleby position peaked at $1K in Q3 2021.
  • 378 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.