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Redwood Wealth Management Group’s Middleby MIDD Stock Holding History

Redwood 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
-100
Closed -$12.3K – 720
2024
Q2 		$12.3K Buy
+100
New +$13.6K 0.01% 545

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

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

Redwood Wealth Management Group sold out of Middleby (MIDD) in Q3 2024, closing a stake of 100 shares — an estimated $12.3K sold.

Redwood Wealth Management Group first reported a position in MIDD in Q2 2024 and held it in 1 quarter. The position peaked at $12.3K in Q2 2024. 388 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Middleby shares in Q3 2024, an estimated $12.3K.
  • Redwood Wealth Management Group first reported a position in Middleby in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Middleby position peaked at $12.3K in Q2 2024.
  • 388 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

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