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Kula Investments’s Middleby MIDD Stock Holding History

Kula Investments’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 		$898K Buy
+6,128
New +$910K 0.22% 154

Other funds holding MIDD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
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
EIG
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

Kula Investments's MIDD Position: Q1 2023 in Review

Kula Investments opened a new position in Middleby (MIDD) in Q1 2023: 6,128 shares worth $898K. The stake represents 0.22% of the portfolio and ranks #154 among its holdings.

350 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

  • Kula Investments held 6,128 shares of Middleby worth $898K as of Q1 2023.
  • Middleby was a new Kula Investments position in Q1 2023.
  • Middleby made up 0.22% of Kula Investments's portfolio in Q1 2023, its #154 holding.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.