Key Financial Inc’s Middleby MIDD Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-27	Closed	-$3.99K	–	1379
2023 Q2	$3.99K	Buy	+27	New	+$3.81K	﹤0.01%	1016

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

EIG

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

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

Key Financial Inc's MIDD Position: Q3 2023 in Review

Key Financial Inc sold out of Middleby (MIDD) in Q3 2023, closing a stake of 27 shares — an estimated $3.99K sold.

Key Financial Inc first reported a position in MIDD in Q2 2023 and held it in 1 quarter. The position peaked at $3.99K in Q2 2023. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

Key Financial Inc reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 27 Middleby shares in Q3 2023, an estimated $3.99K.
Key Financial Inc first reported a position in Middleby in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Middleby position peaked at $3.99K in Q2 2023.
342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.