Level Four Advisory Services’s Middleby MIDD Stock Holding History

Level Four Advisory Services’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
2022 Q2	–	Sell	-4,551	Closed	-$746K	–	616
2022 Q1	$746K	Sell	4,551 -346	-7%	-$62.8K	0.06%	303
2021 Q4	$964K	Buy	4,897 +1,773	+57%	+$323K	0.07%	262
2021 Q3	$533K	Buy	+3,124	New	+$565K	0.06%	280

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

EIG

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Level Four Advisory Services's MIDD Position: Q2 2022 in Review

Level Four Advisory Services sold out of Middleby (MIDD) in Q2 2022, closing a stake of 4,551 shares — an estimated $746K sold.

Level Four Advisory Services first reported a position in MIDD in Q3 2021 and held it in 3 quarters. The position peaked at $964K in Q4 2021. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

Level Four Advisory Services reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 4,551 Middleby shares in Q2 2022, an estimated $746K.
Level Four Advisory Services first reported a position in Middleby in Q3 2021 and held it in 3 quarters.
Level Four Advisory Services's Middleby position peaked at $964K in Q4 2021.
333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.