HGWM
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Harvest Group Wealth Management’s Middleby MIDD Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-4
Closed -$1K – 433
2020
Q4 		$1K Hold
4
– – ﹤0.01% 506
2020
Q3 		$0 Hold
4
– – ﹤0.01% 725
2020
Q2 		$0 Buy
+4
New +$259 ﹤0.01% 704

Other funds holding MIDD

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Group Wealth Management's MIDD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Middleby (MIDD) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MIDD in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 355 funds tracked by Wall St. Rank hold MIDD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Middleby position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 Middleby shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Middleby in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Middleby position peaked at $1K in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Middleby as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.