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Jefferies Group’s Middleby MIDD Stock Holding History

Jefferies Group’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
2019
Q3 		– Sell
-3,000
Closed -$407K – 2898
2019
Q2 		$407K Sell
3,000
-14,800
-83% -$1.99M ﹤0.01% 1772
2019
Q1 		$2.31M Buy
+17,800
New +$2.14M 0.02% 839

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jefferies Group's MIDD Position: Q3 2022 in Review

Jefferies Group opened a new position in Middleby (MIDD) in Q3 2022: 2,638 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Jefferies Group previously reported a position in MIDD as recently as Q3 2020.

Jefferies Group first reported a position in MIDD in Q2 2014 and has held it in 14 quarters since. The position peaked at $2.73M in Q3 2020. 325 funds tracked by Wall St. Rank hold MIDD as of Q3 2022.

  • Jefferies Group held 2,638 shares of Middleby worth $338K as of Q3 2022.
  • Middleby was a new Jefferies Group position in Q3 2022.
  • Middleby made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1184 holding.
  • Jefferies Group first reported a position in Middleby in Q2 2014 and has held it in 14 quarters since.
  • Jefferies Group's Middleby position peaked at $2.73M in Q3 2020.
  • 325 funds tracked by Wall St. Rank held Middleby as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.