Ray Dalio
MIDD icon

Ray Dalio’s Middleby MIDD Stock Holding History

Ray Dalio’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
2022
Q4 		– Sell
-5,888
Closed -$755K – 901
2022
Q3 		$755K Buy
5,888
+1,773
+43% +$249K ﹤0.01% 735
2022
Q2 		$516K Sell
4,115
-13,889
-77% -$2M ﹤0.01% 894
2022
Q1 		$2.95M Buy
+18,004
New +$3.27M 0.01% 595
2021
Q3 		– Sell
-13,408
Closed -$2.32M – 758
2021
Q2 		$2.32M Buy
+13,408
New +$2.29M 0.01% 466
2021
Q1 		– Sell
-20,344
Closed -$2.62M – 550
2020
Q4 		$2.62M Sell
20,344
-2,292
-10% -$277K 0.02% 270
2020
Q3 		$2.03M Buy
22,636
+11,968
+112% +$1.08M 0.02% 261
2020
Q2 		$842K Buy
+10,668
New +$691K 0.01% 203
2020
Q1 		– Sell
-13,025
Closed -$1.43M – 525
2019
Q4 		$1.43M Buy
+13,025
New +$1.49M 0.01% 264

Other funds holding MIDD

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ray Dalio's MIDD Position: Q4 2022 in Review

Ray Dalio sold out of Middleby (MIDD) in Q4 2022, closing a stake of 5,888 shares — an estimated $755K sold.

Ray Dalio first reported a position in MIDD in Q4 2019 and held it in 8 quarters. The position peaked at $2.95M in Q1 2022. 332 funds tracked by Wall St. Rank hold MIDD as of Q4 2022.

  • Ray Dalio reported no remaining Middleby position as of Q4 2022 after selling out during the quarter.
  • Ray Dalio sold 5,888 Middleby shares in Q4 2022, an estimated $755K.
  • Ray Dalio first reported a position in Middleby in Q4 2019 and held it in 8 quarters.
  • Ray Dalio's Middleby position peaked at $2.95M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Middleby as of Q4 2022.

Based on Bridgewater Associates's 13F filing for Q4 2022, filed 13 Feb 2023.