IEQ Capital’s Middleby MIDD Stock Holding History

IEQ Capital’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
2025 Q1	–	Sell	-1,907	Closed	-$258K	–	1684
2024 Q4	$258K	Buy	+1,907	New	+$263K	﹤0.01%	1085

Other funds holding MIDD

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

IEQ Capital's MIDD Position: Q1 2025 in Review

IEQ Capital sold out of Middleby (MIDD) in Q1 2025, closing a stake of 1,907 shares — an estimated $258K sold.

IEQ Capital first reported a position in MIDD in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 410 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

IEQ Capital reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 1,907 Middleby shares in Q1 2025, an estimated $258K.
IEQ Capital first reported a position in Middleby in Q4 2024 and held it in 1 quarter.
IEQ Capital's Middleby position peaked at $258K in Q4 2024.
410 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.