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Great Valley Advisor Group’s Middleby MIDD Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-1,200
Closed -$236K – 612
2021
Q4 		$236K Hold
1,200
– – 0.01% 542
2021
Q3 		$205K Buy
+1,200
New +$217K 0.01% 545

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Great Valley Advisor Group's MIDD Position: Q1 2022 in Review

Great Valley Advisor Group sold out of Middleby (MIDD) in Q1 2022, closing a stake of 1,200 shares — an estimated $236K sold.

Great Valley Advisor Group first reported a position in MIDD in Q3 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 388 funds tracked by Wall St. Rank hold MIDD as of Q1 2022.

  • Great Valley Advisor Group reported no remaining Middleby position as of Q1 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,200 Middleby shares in Q1 2022, an estimated $236K.
  • Great Valley Advisor Group first reported a position in Middleby in Q3 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's Middleby position peaked at $236K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q1 2022.

Based on Great Valley Advisor Group's 13F filing for Q1 2022, filed 20 Apr 2022.