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LGT Financial Advisors’s Middleby MIDD Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-22
Closed -$2.98K – 563
2024
Q4 		$2.98K Sell
22
-155
-88% -$21.4K 0.01% 642
2024
Q3 		$24.6K Hold
177
– – 0.06% 240
2024
Q2 		$21.7K Buy
177
+155
+705% +$21K 0.05% 287
2024
Q1 		$3.54K Hold
22
– – ﹤0.01% 673
2023
Q4 		$3.24K Hold
22
– – ﹤0.01% 707
2023
Q3 		$2.82K Buy
+22
New +$3.13K ﹤0.01% 739

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LGT Financial Advisors's MIDD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Middleby (MIDD) in Q1 2025, closing a stake of 22 shares — an estimated $2.98K sold.

LGT Financial Advisors first reported a position in MIDD in Q3 2023 and held it in 6 quarters. The position peaked at $24.6K in Q3 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 22 Middleby shares in Q1 2025, an estimated $2.98K.
  • LGT Financial Advisors first reported a position in Middleby in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Middleby position peaked at $24.6K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.