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Richardson Financial Services’s Middleby MIDD Stock Holding History

Richardson Financial Services’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
Q2 		– Sell
-65
Closed -$10.5K – 614
2024
Q1 		$10.5K Sell
65
-3
-4% -$442 0.01% 404
2023
Q4 		$10K Buy
+68
New +$8.64K 0.01% 307

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richardson Financial Services's MIDD Position: Q2 2024 in Review

Richardson Financial Services sold out of Middleby (MIDD) in Q2 2024, closing a stake of 65 shares — an estimated $10.5K sold.

Richardson Financial Services first reported a position in MIDD in Q4 2023 and held it in 2 quarters. The position peaked at $10.5K in Q1 2024. 358 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

  • Richardson Financial Services reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 65 Middleby shares in Q2 2024, an estimated $10.5K.
  • Richardson Financial Services first reported a position in Middleby in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Middleby position peaked at $10.5K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.