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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wellington Management Group

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

Victory Capital Management

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

JP Morgan Chase

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

T. Rowe Price Associates

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return