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LS Investment Advisors’s Middleby MIDD Stock Holding History

LS Investment 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
Q2 		– Sell
-2,063
Closed -$342K – 510
2021
Q1 		$342K Sell
2,063
-838
-29% -$123K 0.02% 525
2020
Q4 		$374K Hold
2,901
– – 0.02% 531
2020
Q3 		$260K Hold
2,901
– – 0.01% 620
2020
Q2 		$229K Buy
2,901
+2,729
+1,587% +$177K 0.01% 671
2020
Q1 		$10K Sell
172
-804
-82% -$78.8K ﹤0.01% 1545
2019
Q4 		$107K Hold
976
– – 0.01% 1092
2019
Q3 		$114K Hold
976
– – 0.01% 1025
2019
Q2 		$132K Hold
976
– – 0.01% 968
2019
Q1 		$127K Hold
976
– – 0.01% 985
2018
Q4 		$100K Sell
976
-135
-12% -$15.4K 0.01% 1050
2018
Q3 		$144K Sell
1,111
-125
-10% -$14.3K 0.01% 995
2018
Q2 		$129K Hold
1,236
– – 0.01% 1062
2018
Q1 		$153K Buy
1,236
+164
+15% +$21.5K 0.01% 970
2017
Q4 		$145K Hold
1,072
– – 0.01% 1038
2017
Q3 		$137K Hold
1,072
– – 0.01% 1063
2017
Q2 		$130K Buy
1,072
+48
+5% +$6.34K 0.01% 1052
2017
Q1 		$140K Hold
1,024
– – 0.01% 997
2016
Q4 		$132K Buy
+1,024
New +$129K 0.01% 957

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LS Investment Advisors's MIDD Position: Q2 2021 in Review

LS Investment Advisors sold out of Middleby (MIDD) in Q2 2021, closing a stake of 2,063 shares — an estimated $342K sold.

LS Investment Advisors first reported a position in MIDD in Q4 2016 and held it in 18 quarters. The position peaked at $374K in Q4 2020. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

  • LS Investment Advisors reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 2,063 Middleby shares in Q2 2021, an estimated $342K.
  • LS Investment Advisors first reported a position in Middleby in Q4 2016 and held it in 18 quarters.
  • LS Investment Advisors's Middleby position peaked at $374K in Q4 2020.
  • 375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.