MFG
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Mendota Financial Group’s Middleby MIDD Stock Holding History

Mendota Financial Group’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
-985
Closed -$133K – 265
2024
Q4 		$133K Sell
985
-302
-23% -$41.6K 0.09% 62
2024
Q3 		$179K Buy
1,287
+137
+12% +$18.4K 0.09% 71
2024
Q2 		$141K Buy
1,150
+105
+10% +$14.2K 0.08% 87
2024
Q1 		$168K Sell
1,045
-45
-4% -$6.63K 0.1% 67
2023
Q4 		$160K Buy
1,090
+130
+14% +$16.5K 0.13% 83
2023
Q3 		$123K Hold
960
– – 0.13% 78
2023
Q2 		$142K Buy
+960
New +$135K 0.16% 61

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

Mendota Financial Group's MIDD Position: Q1 2025 in Review

Mendota Financial Group sold out of Middleby (MIDD) in Q1 2025, closing a stake of 985 shares — an estimated $133K sold.

Mendota Financial Group first reported a position in MIDD in Q2 2023 and held it in 7 quarters. The position peaked at $179K in Q3 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Mendota Financial Group reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 985 Middleby shares in Q1 2025, an estimated $133K.
  • Mendota Financial Group first reported a position in Middleby in Q2 2023 and held it in 7 quarters.
  • Mendota Financial Group's Middleby position peaked at $179K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.