Heritage Wealth Advisors’s Middleby MIDD Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-666	Closed	-$110K	–	577
2021 Q1	$110K	Sell	666 -203	-23%	-$29.9K	0.01%	255
2020 Q4	$112K	Buy	+869	New	+$105K	0.01%	247
2018 Q4	–	Sell	-24	Closed	-$3K	–	404
2018 Q3	$3K	Buy	+24	New	+$2.74K	﹤0.01%	344

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's MIDD Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Middleby (MIDD) in Q2 2021, closing a stake of 666 shares — an estimated $110K sold.

Heritage Wealth Advisors first reported a position in MIDD in Q3 2018 and held it in 3 quarters. The position peaked at $112K in Q4 2020. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

Heritage Wealth Advisors reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 666 Middleby shares in Q2 2021, an estimated $110K.
Heritage Wealth Advisors first reported a position in Middleby in Q3 2018 and held it in 3 quarters.
Heritage Wealth Advisors's Middleby position peaked at $112K in Q4 2020.
375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.