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Global Wealth Strategies & Associates’s Middleby MIDD Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-150
Closed -$22.1K – 374
2023
Q4 		$22.1K Hold
150
– – 0.01% 117
2023
Q3 		$19.2K Hold
150
– – 0.01% 118
2023
Q2 		$22.2K Hold
150
– – 0.01% 111
2023
Q1 		$22K Hold
150
– – 0.01% 106
2022
Q4 		$20.1K Buy
+150
New +$20.4K 0.01% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Wealth Strategies & Associates's MIDD Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Middleby (MIDD) in Q1 2024, closing a stake of 150 shares — an estimated $22.1K sold.

Global Wealth Strategies & Associates first reported a position in MIDD in Q4 2022 and held it in 5 quarters. The position peaked at $22.2K in Q2 2023. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Middleby position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 150 Middleby shares in Q1 2024, an estimated $22.1K.
  • Global Wealth Strategies & Associates first reported a position in Middleby in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Middleby position peaked at $22.2K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held Middleby as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.