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Mirabella Financial Services’s Middleby MIDD Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-5,030
Closed -$617K – 350
2024
Q2 		$617K Buy
+5,030
New +$682K 0.04% 230
2023
Q4 		– Sell
-1,874
Closed -$240K – 532
2023
Q3 		$240K Buy
+1,874
New +$266K 0.03% 321

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirabella Financial Services's MIDD Position: Q3 2024 in Review

Mirabella Financial Services sold out of Middleby (MIDD) in Q3 2024, closing a stake of 5,030 shares — an estimated $617K sold.

Mirabella Financial Services first reported a position in MIDD in Q3 2023 and held it in 2 quarters. The position peaked at $617K in Q2 2024. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • Mirabella Financial Services reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 5,030 Middleby shares in Q3 2024, an estimated $617K.
  • Mirabella Financial Services first reported a position in Middleby in Q3 2023 and held it in 2 quarters.
  • Mirabella Financial Services's Middleby position peaked at $617K in Q2 2024.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.