IWP
MIDD icon

Icon Wealth Partners’s Middleby MIDD Stock Holding History

Icon Wealth Partners’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
Q2 		$343K Sell
2,735
-598
-18% -$86.3K 0.04% 225
2022
Q1 		$546K Sell
3,333
-370
-10% -$67.2K 0.05% 196
2021
Q4 		$729K Sell
3,703
-6
-0.2% -$1.09K 0.07% 181
2021
Q3 		$632K Buy
3,709
+181
+5% +$32.7K 0.07% 204
2021
Q2 		$611K Buy
3,528
+464
+15% +$79.1K 0.07% 209
2021
Q1 		$508K Buy
3,064
+631
+26% +$92.9K 0.06% 212
2020
Q4 		$314K Buy
+2,433
New +$294K 0.05% 221
2019
Q2 		– Sell
-253
Closed -$33K – 536
2019
Q1 		$33K Buy
+253
New +$30.4K 0.01% 446
2018
Q3 		– Sell
-385
Closed -$40K – 554
2018
Q2 		$40K Buy
+385
New +$43.6K 0.02% 434
2018
Q1 		– Sell
-374
Closed -$50K – 551
2017
Q4 		$50K Buy
+374
New +$45.8K 0.02% 416

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
EIG
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return