Occudo Quantitative Strategies’s Middleby MIDD Stock Holding History

Occudo Quantitative Strategies’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
2026 Q1	–	Sell	-9,249	Closed	-$1.38M	–	859
2025 Q4	$1.38M	Buy	+9,249	New	+$1.21M	0.09%	261
2025 Q3	–	Sell	-5,751	Closed	-$828K	–	795
2025 Q2	$828K	Buy	5,751 +745	+15%	+$105K	0.09%	267
2025 Q1	$765K	Buy	5,006 +1,535	+44%	+$241K	0.1%	280
2024 Q4	$470K	Buy	+3,471	New	+$479K	0.08%	326
2024 Q3	–	Sell	-3,503	Closed	-$430K	–	912
2024 Q2	$430K	Buy	+3,503	New	+$475K	0.08%	337
2023 Q2	–	Sell	-5,019	Closed	-$736K	–	1174
2023 Q1	$736K	Sell	5,019 -1,746	-26%	-$259K	0.07%	402
2022 Q4	$906K	Buy	+6,765	New	+$921K	0.11%	315

Other funds holding MIDD

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return