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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Victory Capital Management

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

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

AllianceBernstein

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