MidWestOne Financial Group’s Middleby MIDD Stock Holding History

MidWestOne 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
2024 Q4	–	Sell	-1,439	Closed	-$200K	–	293
2024 Q3	$200K	Buy	+1,439	New	+$193K	0.03%	286
2024 Q2	–	Sell	-1,439	Closed	-$231K	–	293
2024 Q1	$231K	Hold	1,439	–	–	0.04%	276
2023 Q4	$212K	Buy	+1,439	New	+$183K	0.04%	269
2022 Q1	–	Sell	-1,049	Closed	-$206K	–	251
2021 Q4	$206K	Buy	+1,049	New	+$191K	0.04%	236
2021 Q3	–	Sell	-1,270	Closed	-$220K	–	237
2021 Q2	$220K	Hold	1,270	–	–	0.05%	215
2021 Q1	$211K	Buy	+1,270	New	+$187K	0.05%	207
2020 Q2	–	Sell	-7,597	Closed	-$432K	–	159
2020 Q1	$432K	Buy	7,597 +143	+2%	+$14K	0.16%	129
2019 Q4	$816K	Sell	7,454 -873	-10%	-$100K	0.17%	102
2019 Q3	$974K	Sell	8,327 -3,015	-27%	-$370K	0.3%	81
2019 Q2	$1.54M	Buy	+11,342	New	+$1.53M	0.42%	51

Other funds holding MIDD

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MidWestOne Financial Group's MIDD Position: Q4 2024 in Review

MidWestOne Financial Group sold out of Middleby (MIDD) in Q4 2024, closing a stake of 1,439 shares — an estimated $200K sold.

MidWestOne Financial Group first reported a position in MIDD in Q2 2019 and held it in 10 quarters. The position peaked at $1.54M in Q2 2019. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

MidWestOne Financial Group reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
MidWestOne Financial Group sold 1,439 Middleby shares in Q4 2024, an estimated $200K.
MidWestOne Financial Group first reported a position in Middleby in Q2 2019 and held it in 10 quarters.
MidWestOne Financial Group's Middleby position peaked at $1.54M in Q2 2019.
393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on MidWestOne Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.