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Prestige Wealth Management Group’s Middleby MIDD Stock Holding History

Prestige Wealth Management 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
Q3 		– Sell
-7
Closed -$859 – 1042
2024
Q2 		$859 Hold
7
– – ﹤0.01% 849
2024
Q1 		$1.13K Hold
7
– – ﹤0.01% 853
2023
Q4 		$1.03K Sell
7
-3
-30% -$381 ﹤0.01% 856
2023
Q3 		$1.28K Hold
10
– – ﹤0.01% 838
2023
Q2 		$1.48K Hold
10
– – ﹤0.01% 831
2023
Q1 		$1.47K Hold
10
– – ﹤0.01% 808
2022
Q4 		$1.34K Hold
10
– – ﹤0.01% 916
2022
Q3 		$1K Hold
10
– – ﹤0.01% 876
2022
Q2 		$1K Hold
10
– – ﹤0.01% 889
2022
Q1 		$2K Hold
10
– – ﹤0.01% 783
2021
Q4 		$2K Hold
10
– – ﹤0.01% 807
2021
Q3 		$2K Hold
10
– – ﹤0.01% 805
2021
Q2 		$2K Hold
10
– – ﹤0.01% 806
2021
Q1 		$2K Hold
10
– – ﹤0.01% 796
2020
Q4 		$1K Buy
+10
New +$1.21K ﹤0.01% 864

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Prestige Wealth Management Group's MIDD Position: Q3 2024 in Review

Prestige Wealth Management Group sold out of Middleby (MIDD) in Q3 2024, closing a stake of 7 shares — an estimated $859 sold.

Prestige Wealth Management Group first reported a position in MIDD in Q4 2020 and held it in 15 quarters. The position peaked at $2K in Q1 2022. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • Prestige Wealth Management Group reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 7 Middleby shares in Q3 2024, an estimated $859.
  • Prestige Wealth Management Group first reported a position in Middleby in Q4 2020 and held it in 15 quarters.
  • Prestige Wealth Management Group's Middleby position peaked at $2K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on Prestige Wealth Management Group's 13F filing for Q3 2024, filed 15 Nov 2024.