MA
MIDD icon

Montag & Associates’s Middleby MIDD Stock Holding History

Montag & Associates’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
Q4 		– Sell
-1,635
Closed -$209K – 928
2023
Q3 		$209K Sell
1,635
-34
-2% -$4.83K 0.01% 374
2023
Q2 		$247K Hold
1,669
– – 0.02% 369
2023
Q1 		$245K Hold
1,669
– – 0.02% 356
2022
Q4 		$223K Sell
1,669
-606
-27% -$82.5K 0.02% 349
2022
Q3 		$292K Sell
2,275
-45
-2% -$6.32K 0.02% 319
2022
Q2 		$291K Sell
2,320
-605
-21% -$87.3K 0.02% 320
2022
Q1 		$480K Sell
2,925
-900
-24% -$163K 0.03% 296
2021
Q4 		$753K Hold
3,825
– – 0.04% 261
2021
Q3 		$652K Buy
3,825
+2,258
+144% +$408K 0.04% 269
2021
Q2 		$271K Buy
+1,567
New +$267K 0.01% 352

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 $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return