Harvest Fund Management’s Middleby MIDD Stock Holding History

Harvest Fund 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
2022 Q4	–	Sell	-278	Closed	-$36K	–	822
2022 Q3	$36K	Hold	278	–	–	0.01%	463
2022 Q2	$35K	Hold	278	–	–	0.01%	459
2022 Q1	$45K	Hold	278	–	–	0.01%	461
2021 Q4	$54K	Hold	278	–	–	0.01%	435
2021 Q3	$47K	Hold	278	–	–	0.01%	423
2021 Q2	$48K	Hold	278	–	–	0.01%	435
2021 Q1	$46K	Buy	+278	New	+$40.9K	﹤0.01%	435

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Harvest Fund Management's MIDD Position: Q4 2022 in Review

Harvest Fund Management sold out of Middleby (MIDD) in Q4 2022, closing a stake of 278 shares — an estimated $36K sold.

Harvest Fund Management first reported a position in MIDD in Q1 2021 and held it in 7 quarters. The position peaked at $54K in Q4 2021. 330 funds tracked by Wall St. Rank hold MIDD as of Q4 2022.

Harvest Fund Management reported no remaining Middleby position as of Q4 2022 after selling out during the quarter.
Harvest Fund Management sold 278 Middleby shares in Q4 2022, an estimated $36K.
Harvest Fund Management first reported a position in Middleby in Q1 2021 and held it in 7 quarters.
Harvest Fund Management's Middleby position peaked at $54K in Q4 2021.
330 funds tracked by Wall St. Rank held Middleby as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.