JIC
MIDD icon

Joel Isaacson & Co’s Middleby MIDD Stock Holding History

Joel Isaacson & Co’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
2024
Q2 		– Sell
-1,300
Closed -$209K – 354
2024
Q1 		$209K Buy
+1,300
New +$191K 0.01% 317
2016
Q2 		– Sell
-2,400
Closed -$256K – 748
2016
Q1 		$256K Sell
2,400
-51
-2% -$4.79K 0.06% 149
2015
Q4 		$264K Buy
2,451
+51
+2% +$5.68K 0.06% 136
2015
Q3 		$252K Hold
2,400
– – 0.07% 126
2015
Q2 		$269K Hold
2,400
– – 0.07% 134
2015
Q1 		$246K Hold
2,400
– – 0.06% 141
2014
Q4 		$238K Hold
2,400
– – 0.06% 134
2014
Q3 		$212K Hold
2,400
– – 0.06% 117
2014
Q2 		$199K Hold
2,400
– – 0.06% 126
2014
Q1 		$211K Hold
2,400
– – 0.07% 113
2013
Q4 		$192K Hold
2,400
– – 0.07% 117
2013
Q3 		$167K Hold
2,400
– – 0.07% 119
2013
Q2 		$136K Buy
+2,400
New +$126K 0.06% 122

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return