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Principle Wealth Partners’s Middleby MIDD Stock Holding History

Principle Wealth Partners’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
Q2 		– Sell
-2,157
Closed -$358K – 312
2021
Q1 		$358K Hold
2,157
– – 0.04% 220
2020
Q4 		$278K Buy
+2,157
New +$260K 0.04% 231

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

Principle Wealth Partners's MIDD Position: Q2 2021 in Review

Principle Wealth Partners sold out of Middleby (MIDD) in Q2 2021, closing a stake of 2,157 shares — an estimated $358K sold.

Principle Wealth Partners first reported a position in MIDD in Q4 2020 and held it in 2 quarters. The position peaked at $358K in Q1 2021. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

  • Principle Wealth Partners reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 2,157 Middleby shares in Q2 2021, an estimated $358K.
  • Principle Wealth Partners first reported a position in Middleby in Q4 2020 and held it in 2 quarters.
  • Principle Wealth Partners's Middleby position peaked at $358K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on Principle Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.