Lido Advisors’s Middleby MIDD Stock Holding History

Lido 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 Q4	–	Sell	-2,333	Closed	-$397K	–	1026
2021 Q3	$397K	Buy	2,333 +395	+20%	+$71.4K	0.01%	664
2021 Q2	$336K	Sell	1,938 -543	-22%	-$92.5K	﹤0.01%	676
2021 Q1	$411K	Buy	+2,481	New	+$365K	0.01%	556

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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

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

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

Lido Advisors's MIDD Position: Q4 2021 in Review

Lido Advisors sold out of Middleby (MIDD) in Q4 2021, closing a stake of 2,333 shares — an estimated $397K sold.

Lido Advisors first reported a position in MIDD in Q1 2021 and held it in 3 quarters. The position peaked at $411K in Q1 2021. 377 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

Lido Advisors reported no remaining Middleby position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 2,333 Middleby shares in Q4 2021, an estimated $397K.
Lido Advisors first reported a position in Middleby in Q1 2021 and held it in 3 quarters.
Lido Advisors's Middleby position peaked at $411K in Q1 2021.
377 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.