MHS
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M Holdings Securities’s Middleby MIDD Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-2,223
Closed -$329K – 261
2023
Q2 		$329K Hold
2,223
– – 0.07% 139
2023
Q1 		$326K Buy
+2,223
New +$330K 0.03% 333

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

M Holdings Securities's MIDD Position: Q3 2023 in Review

M Holdings Securities sold out of Middleby (MIDD) in Q3 2023, closing a stake of 2,223 shares — an estimated $329K sold.

M Holdings Securities first reported a position in MIDD in Q1 2023 and held it in 2 quarters. The position peaked at $329K in Q2 2023. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

  • M Holdings Securities reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
  • M Holdings Securities sold 2,223 Middleby shares in Q3 2023, an estimated $329K.
  • M Holdings Securities first reported a position in Middleby in Q1 2023 and held it in 2 quarters.
  • M Holdings Securities's Middleby position peaked at $329K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on M Holdings Securities's 13F filing for Q3 2023, filed 14 Feb 2024.