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RegentAtlantic Capital’s Middleby MIDD Stock Holding History

RegentAtlantic Capital’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
Q3 		$225K Buy
+1,754
New +$246K 0.01% 615
2021
Q2 		– Sell
-3,020
Closed -$501K – 637
2021
Q1 		$501K Buy
+3,020
New +$445K 0.02% 380

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

RegentAtlantic Capital's MIDD Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Middleby (MIDD) in Q3 2022: 1,754 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: RegentAtlantic Capital previously reported a position in MIDD as recently as Q1 2021.

RegentAtlantic Capital first reported a position in MIDD in Q1 2021 and has held it in 2 quarters since. The position peaked at $501K in Q1 2021. 325 funds tracked by Wall St. Rank hold MIDD as of Q3 2022.

  • RegentAtlantic Capital held 1,754 shares of Middleby worth $225K as of Q3 2022.
  • Middleby was a new RegentAtlantic Capital position in Q3 2022.
  • Middleby made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #615 holding.
  • RegentAtlantic Capital first reported a position in Middleby in Q1 2021 and has held it in 2 quarters since.
  • RegentAtlantic Capital's Middleby position peaked at $501K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Middleby as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.