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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Partners's MIDD Position: Q2 2022 in Review

Icon Wealth Partners reduced its Middleby (MIDD) stake by 18% in Q2 2022, selling an estimated $86.3K and leaving 2,735 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #225.

Icon Wealth Partners first reported a position in MIDD in Q4 2017 and has held it in 10 quarters since. The position peaked at $729K in Q4 2021. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

Icon Wealth Partners held 2,735 shares of Middleby worth $343K as of Q2 2022.
Icon Wealth Partners sold 598 Middleby shares in Q2 2022, an estimated $86.3K.
Middleby made up 0.04% of Icon Wealth Partners's portfolio in Q2 2022, its #225 holding.
Icon Wealth Partners first reported a position in Middleby in Q4 2017 and has held it in 10 quarters since.
Icon Wealth Partners's Middleby position peaked at $729K in Q4 2021.
333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.