O'Dell Group’s Middleby MIDD Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-12	Closed	-$1.77K	–	325
2023 Q4	$1.77K	Buy	+12	New	+$1.52K	﹤0.01%	454
2023 Q3	–	Sell	-12	Closed	-$1.77K	–	314
2023 Q2	$1.77K	Buy	+12	New	+$1.69K	﹤0.01%	447
2022 Q3	–	Sell	-12	Closed	-$2K	–	469
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	411
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	446
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	455
2021 Q3	$2K	Buy	+12	New	+$2.17K	﹤0.01%	439

Other funds holding MIDD

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Dell Group's MIDD Position: Q1 2024 in Review

O'Dell Group sold out of Middleby (MIDD) in Q1 2024, closing a stake of 12 shares — an estimated $1.77K sold.

O'Dell Group first reported a position in MIDD in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2024.

O'Dell Group reported no remaining Middleby position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 12 Middleby shares in Q1 2024, an estimated $1.77K.
O'Dell Group first reported a position in Middleby in Q3 2021 and held it in 6 quarters.
O'Dell Group's Middleby position peaked at $2K in Q2 2022.
372 funds tracked by Wall St. Rank held Middleby as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.