Planning Capital Management Corporation’s Middleby MIDD Stock Holding History

Planning Capital Management Corporation’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 Q3	$16.7K	Buy	+120	New	+$16.1K	0.01%	340

Other funds holding MIDD

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

Planning Capital Management Corporation's MIDD Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Middleby (MIDD) in Q3 2024: 120 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

Planning Capital Management Corporation held 120 shares of Middleby worth $16.7K as of Q3 2024.
Middleby was a new Planning Capital Management Corporation position in Q3 2024.
Middleby made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #340 holding.
388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.