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Lenox Wealth Advisors’s Middleby MIDD Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-35
Closed -$5K – 733
2020
Q4 		$5K Hold
35
– – ﹤0.01% 505
2020
Q3 		$3K Hold
35
– – ﹤0.01% 483
2020
Q2 		$3K Sell
35
-95
-73% -$6.15K ﹤0.01% 489
2020
Q1 		$7K Buy
130
+26
+25% +$2.55K ﹤0.01% 386
2019
Q4 		$11K Sell
104
-75
-42% -$8.61K ﹤0.01% 405
2019
Q3 		$21K Buy
179
+69
+63% +$8.46K ﹤0.01% 294
2019
Q2 		$15K Sell
110
-51
-32% -$6.86K ﹤0.01% 243
2019
Q1 		$21K Buy
161
+51
+46% +$6.12K ﹤0.01% 197
2018
Q4 		$11K Hold
110
– – ﹤0.01% 242
2018
Q3 		$14K Buy
+110
New +$12.6K ﹤0.01% 243
2018
Q2 		– Sell
-62
Closed -$8K – 607
2018
Q1 		$8K Buy
+62
New +$8.12K ﹤0.01% 379
2016
Q4 		– Sell
-35
Closed -$4K – 153
2016
Q3 		$4K Buy
+35
New +$4.3K ﹤0.01% 193

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lenox Wealth Advisors's MIDD Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Middleby (MIDD) in Q1 2021, closing a stake of 35 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in MIDD in Q3 2016 and held it in 12 quarters. The position peaked at $21K in Q3 2019. 356 funds tracked by Wall St. Rank hold MIDD as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Middleby position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 35 Middleby shares in Q1 2021, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Middleby in Q3 2016 and held it in 12 quarters.
  • Lenox Wealth Advisors's Middleby position peaked at $21K in Q3 2019.
  • 356 funds tracked by Wall St. Rank held Middleby as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.