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IBM Retirement Fund’s Middleby MIDD Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-1,562
Closed -$266K – 648
2021
Q3 		$266K Hold
1,562
– – 0.02% 614
2021
Q2 		$271K Sell
1,562
-331
-17% -$56.4K 0.02% 620
2021
Q1 		$314K Sell
1,893
-159
-8% -$23.4K 0.02% 594
2020
Q4 		$265K Buy
+2,052
New +$248K 0.02% 660
2017
Q1 		– Sell
-4,530
Closed -$584K – 589
2016
Q4 		$584K Sell
4,530
-800
-15% -$101K 0.02% 522
2016
Q3 		$659K Sell
5,330
-390
-7% -$47.9K 0.03% 531
2016
Q2 		$659K Sell
5,720
-63
-1% -$7.23K 0.02% 555
2016
Q1 		$617K Sell
5,783
-7,463
-56% -$701K 0.02% 583
2015
Q4 		$1.43M Buy
13,246
+997
+8% +$111K 0.03% 606
2015
Q3 		$1.29M Sell
12,249
-1,058
-8% -$122K 0.03% 557
2015
Q2 		$1.49M Sell
13,307
-236
-2% -$25.3K 0.03% 599
2015
Q1 		$1.39M Hold
13,543
– – 0.03% 627
2014
Q4 		$1.34M Buy
13,543
+1,243
+10% +$114K 0.03% 623
2014
Q3 		$1.08M Sell
12,300
-1,539
-11% -$127K 0.02% 659
2014
Q2 		$1.15M Buy
+13,839
New +$1.14M 0.02% 711

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IBM Retirement Fund's MIDD Position: Q4 2021 in Review

IBM Retirement Fund sold out of Middleby (MIDD) in Q4 2021, closing a stake of 1,562 shares — an estimated $266K sold.

IBM Retirement Fund first reported a position in MIDD in Q2 2014 and held it in 15 quarters. The position peaked at $1.49M in Q2 2015. 377 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

  • IBM Retirement Fund reported no remaining Middleby position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,562 Middleby shares in Q4 2021, an estimated $266K.
  • IBM Retirement Fund first reported a position in Middleby in Q2 2014 and held it in 15 quarters.
  • IBM Retirement Fund's Middleby position peaked at $1.49M in Q2 2015.
  • 377 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.