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Money Concepts Capital’s Middleby MIDD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-60
Closed -$8.03K – 1930
2022
Q4 		$8.03K Buy
60
+49
+445% +$6.67K ﹤0.01% 2121
2022
Q3 		$1K Buy
+11
New +$1.54K ﹤0.01% 1478
2022
Q2 		– Sell
-74
Closed -$12K – 2154
2022
Q1 		$12K Buy
+74
New +$13.4K ﹤0.01% 1850

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Money Concepts Capital's MIDD Position: Q1 2023 in Review

Money Concepts Capital sold out of Middleby (MIDD) in Q1 2023, closing a stake of 60 shares — an estimated $8.03K sold.

Money Concepts Capital first reported a position in MIDD in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 351 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

  • Money Concepts Capital reported no remaining Middleby position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 60 Middleby shares in Q1 2023, an estimated $8.03K.
  • Money Concepts Capital first reported a position in Middleby in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Middleby position peaked at $12K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.