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MPS Loria Financial Planners’s Middleby MIDD Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-200
Closed -$33K – 391
2021
Q1 		$33K Hold
200
– – 0.02% 196
2020
Q4 		$25K Hold
200
– – 0.01% 213
2020
Q3 		$18K Hold
200
– – 0.01% 204
2020
Q2 		$16K Buy
+200
New +$13K 0.01% 218
2017
Q3 		– Sell
-200
Closed -$24K – 237
2017
Q2 		$24K Buy
+200
New +$26.4K 0.02% 215

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MPS Loria Financial Planners's MIDD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Middleby (MIDD) in Q2 2021, closing a stake of 200 shares — an estimated $33K sold.

MPS Loria Financial Planners first reported a position in MIDD in Q2 2017 and held it in 5 quarters. The position peaked at $33K in Q1 2021. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 Middleby shares in Q2 2021, an estimated $33K.
  • MPS Loria Financial Planners first reported a position in Middleby in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Middleby position peaked at $33K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.