Jacobi Capital Management’s Middleby MIDD Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-145	Closed	-$25K	–	953
2021 Q3	$25K	Hold	145	–	–	﹤0.01%	810
2021 Q2	$25K	Sell	145 -20	-12%	-$3.41K	﹤0.01%	783
2021 Q1	$27K	Hold	165	–	–	﹤0.01%	719
2020 Q4	$21K	Sell	165 -200	-55%	-$24.1K	﹤0.01%	710
2020 Q3	$33K	Hold	365	–	–	0.01%	565
2020 Q2	$29K	Buy	365 +65	+22%	+$4.21K	0.01%	568
2020 Q1	$17K	Buy	+300	New	+$29.4K	﹤0.01%	609
2018 Q3	–	Sell	-15	Closed	-$2K	–	1028
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	930
2018 Q1	$2K	Sell	15 -5	-25%	-$655	﹤0.01%	897
2017 Q4	$3K	Sell	20 -100	-83%	-$12.2K	﹤0.01%	828
2017 Q3	$15K	Buy	+120	New	+$14.8K	0.01%	565

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jacobi Capital Management's MIDD Position: Q4 2021 in Review

Jacobi Capital Management sold out of Middleby (MIDD) in Q4 2021, closing a stake of 145 shares — an estimated $25K sold.

Jacobi Capital Management first reported a position in MIDD in Q3 2017 and held it in 11 quarters. The position peaked at $33K in Q3 2020. 377 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

Jacobi Capital Management reported no remaining Middleby position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 145 Middleby shares in Q4 2021, an estimated $25K.
Jacobi Capital Management first reported a position in Middleby in Q3 2017 and held it in 11 quarters.
Jacobi Capital Management's Middleby position peaked at $33K in Q3 2020.
377 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.