IMA Advisory Services’s Middleby MIDD Stock Holding History

IMA Advisory Services’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
2023 Q1	–	Sell	-48	Closed	-$6.43K	–	329
2022 Q4	$6.43K	Hold	48	–	–	﹤0.01%	276
2022 Q3	$6K	Hold	48	–	–	﹤0.01%	274
2022 Q2	$6K	Hold	48	–	–	﹤0.01%	282
2022 Q1	$8K	Hold	48	–	–	﹤0.01%	250
2021 Q4	$9K	Hold	48	–	–	﹤0.01%	257
2021 Q3	$8K	Hold	48	–	–	﹤0.01%	241
2021 Q2	$8K	Hold	48	–	–	﹤0.01%	240
2021 Q1	$8K	Hold	48	–	–	﹤0.01%	245
2020 Q4	$6K	Hold	48	–	–	﹤0.01%	246
2020 Q3	$4K	Hold	48	–	–	﹤0.01%	240
2020 Q2	$4K	Hold	48	–	–	﹤0.01%	232
2020 Q1	$3K	Hold	48	–	–	﹤0.01%	240
2019 Q4	$5K	Hold	48	–	–	﹤0.01%	253
2019 Q3	$6K	Hold	48	–	–	﹤0.01%	236
2019 Q2	$7K	Hold	48	–	–	﹤0.01%	217
2019 Q1	$6K	Hold	48	–	–	﹤0.01%	225
2018 Q4	$5K	Hold	48	–	–	﹤0.01%	249
2018 Q3	$6K	Hold	48	–	–	﹤0.01%	247
2018 Q2	$5K	Buy	+48	New	+$5.43K	﹤0.01%	316

Other funds holding MIDD

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EIG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IMA Advisory Services's MIDD Position: Q1 2023 in Review

IMA Advisory Services sold out of Middleby (MIDD) in Q1 2023, closing a stake of 48 shares — an estimated $6.43K sold.

IMA Advisory Services first reported a position in MIDD in Q2 2018 and held it in 19 quarters. The position peaked at $9K in Q4 2021. 351 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

IMA Advisory Services reported no remaining Middleby position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 48 Middleby shares in Q1 2023, an estimated $6.43K.
IMA Advisory Services first reported a position in Middleby in Q2 2018 and held it in 19 quarters.
IMA Advisory Services's Middleby position peaked at $9K in Q4 2021.
351 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.