NICM
MIDD icon

Neo Ivy Capital Management’s Middleby MIDD Stock Holding History

Neo Ivy Capital Management’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
2025
Q3 		– Sell
-7,732
Closed -$1.11M – 482
2025
Q2 		$1.11M Buy
+7,732
New +$1.09M 0.36% 109
2024
Q4 		– Sell
-638
Closed -$88K – 355
2024
Q3 		$88K Buy
+638
New +$85.7K 0.03% 237
2022
Q2 		– Sell
-268
Closed -$44K – 535
2022
Q1 		$44K Buy
+268
New +$48.7K 0.04% 383
2021
Q4 		– Sell
-343
Closed -$27K – 558
2021
Q3 		$27K Buy
+343
New +$62K 0.03% 373
2021
Q1 		– Sell
-2,253
Closed -$290K – 576
2020
Q4 		$290K Buy
2,253
+859
+62% +$104K 0.32% 106
2020
Q3 		$125K Buy
1,394
+1,051
+306% +$95.2K 0.13% 256
2020
Q2 		$27K Sell
343
-831
-71% -$53.8K 0.03% 373
2020
Q1 		$67K Buy
+1,174
New +$115K 0.11% 271

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return