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Next Financial Group’s Middleby MIDD Stock Holding History

Next Financial Group’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
Q4 		$59K Buy
299
+44
+17% +$8.03K ﹤0.01% 1402
2021
Q3 		$44K Buy
255
+171
+204% +$30.9K ﹤0.01% 1467
2021
Q2 		$14K Buy
84
+8
+11% +$1.36K ﹤0.01% 1877
2021
Q1 		$13K Buy
76
+72
+1,800% +$10.6K ﹤0.01% 1804
2020
Q4 		$1K Hold
4
– – ﹤0.01% 2286
2020
Q3 		$0 Buy
+4
New +$362 ﹤0.01% 2198
2020
Q2 		– Sell
-4
Closed – – 1368
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2289
2019
Q4 		$0 Sell
4
-25
-86% -$2.87K ﹤0.01% 2472
2019
Q3 		$3K Sell
29
-130
-82% -$15.9K ﹤0.01% 2023
2019
Q2 		$22K Buy
159
+88
+124% +$11.8K ﹤0.01% 1434
2019
Q1 		$9K Sell
71
-84
-54% -$10.1K ﹤0.01% 1139
2018
Q4 		$16K Buy
155
+130
+520% +$14.8K ﹤0.01% 1180
2018
Q3 		$3K Buy
+25
New +$2.85K ﹤0.01% 1256
2017
Q4 		– Sell
-155
Closed -$19K – 945
2017
Q3 		$19K Sell
155
-533
-77% -$65.7K 0.01% 996
2017
Q2 		$84K Hold
688
– – 0.02% 599
2017
Q1 		$94K Sell
688
-4,462
-87% -$607K 0.03% 510
2016
Q4 		$663K Buy
5,150
+72
+1% +$9.06K 0.12% 198
2016
Q3 		$628K Buy
5,078
+4,390
+638% +$539K 0.11% 199
2016
Q2 		$79K Hold
688
– – 0.03% 532
2016
Q1 		$73K Hold
688
– – 0.03% 518
2015
Q4 		$74K Sell
688
-22
-3% -$2.45K 0.03% 515
2015
Q3 		$74K Buy
710
+301
+74% +$34.7K 0.03% 523
2015
Q2 		$45K Buy
409
+162
+66% +$17.3K 0.02% 700
2015
Q1 		$25K Buy
247
+155
+168% +$15.7K 0.01% 909
2014
Q4 		$9K Sell
92
-2,801
-97% -$256K ﹤0.01% 1289
2014
Q3 		$255K Buy
+2,893
New +$240K 0.05% 389

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Next Financial Group's MIDD Position: Q4 2021 in Review

Next Financial Group increased its Middleby (MIDD) stake by 17% in Q4 2021, buying an estimated $8.03K and bringing the position to 299 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Next Financial Group first reported a position in MIDD in Q3 2014 and has held it in 26 quarters since. The position peaked at $663K in Q4 2016. 377 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

  • Next Financial Group held 299 shares of Middleby worth $59K as of Q4 2021.
  • Next Financial Group bought 44 Middleby shares in Q4 2021, an estimated $8.03K.
  • Middleby made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1402 holding.
  • Next Financial Group first reported a position in Middleby in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Middleby position peaked at $663K in Q4 2016.
  • 377 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.