Gofen & Glossberg’s Middleby MIDD Stock Holding History

Gofen & Glossberg’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
2022 Q4	$616K	Sell	4,602 -19	-0.4%	-$2.59K	0.02%	312
2022 Q3	$592K	Hold	4,621	–	–	0.02%	287
2022 Q2	$579K	Hold	4,621	–	–	0.02%	292
2022 Q1	$758K	Sell	4,621 -112	-2%	-$20.3K	0.02%	274
2021 Q4	$931K	Sell	4,733 -23	-0.5%	-$4.2K	0.02%	252
2021 Q3	$811K	Sell	4,756 -17	-0.4%	-$3.07K	0.02%	267
2021 Q2	$827K	Sell	4,773 -68	-1%	-$11.6K	0.02%	263
2021 Q1	$802K	Buy	4,841 +280	+6%	+$41.2K	0.02%	260
2020 Q4	$588K	Buy	4,561 +61	+1%	+$7.36K	0.02%	287
2020 Q3	$404K	Hold	4,500	–	–	0.01%	319
2020 Q2	$355K	Hold	4,500	–	–	0.01%	325
2020 Q1	$256K	Hold	4,500	–	–	0.01%	359
2019 Q4	$493K	Buy	+4,500	New	+$516K	0.02%	298

Other funds holding MIDD

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Gofen & Glossberg's MIDD Position: Q4 2022 in Review

Gofen & Glossberg reduced its Middleby (MIDD) stake by 0.41% in Q4 2022, selling an estimated $2.59K and leaving 4,602 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #312.

Gofen & Glossberg first reported a position in MIDD in Q4 2019 and has held it in 13 quarters since. The position peaked at $931K in Q4 2021. 332 funds tracked by Wall St. Rank hold MIDD as of Q4 2022.

Gofen & Glossberg held 4,602 shares of Middleby worth $616K as of Q4 2022.
Gofen & Glossberg sold 19 Middleby shares in Q4 2022, an estimated $2.59K.
Middleby made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #312 holding.
Gofen & Glossberg first reported a position in Middleby in Q4 2019 and has held it in 13 quarters since.
Gofen & Glossberg's Middleby position peaked at $931K in Q4 2021.
332 funds tracked by Wall St. Rank held Middleby as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.