RPg Family Wealth Advisory’s Middleby MIDD Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-141	Closed	-$23.1K	–	237
2022 Q1	$23.1K	Hold	141	–	–	0.01%	202
2021 Q4	$27.7K	Hold	141	–	–	0.01%	199
2021 Q3	$24K	Hold	141	–	–	0.01%	211
2021 Q2	$24.4K	Buy	+141	New	+$24K	0.01%	207
2020 Q4	$18.2K	Hold	141	–	–	0.01%	239
2020 Q3	$12.6K	Hold	141	–	–	0.01%	259
2020 Q2	$11.1K	Buy	+141	New	+$9.13K	0.01%	271
2020 Q1	–	Sell	-141	Closed	-$15.4K	–	275
2019 Q4	$15.4K	Hold	141	–	–	0.01%	235
2019 Q3	$16.5K	Hold	141	–	–	0.01%	247
2019 Q2	$19.1K	Hold	141	–	–	0.01%	221
2019 Q1	$18.3K	Hold	141	–	–	0.01%	234
2018 Q4	$14.5K	Hold	141	–	–	0.01%	185
2018 Q3	$18.2K	Hold	141	–	–	0.01%	188
2018 Q2	$14.7K	Hold	141	–	–	0.01%	199
2018 Q1	$17.5K	Hold	141	–	–	0.01%	205
2017 Q4	$19K	Hold	141	–	–	0.02%	212
2017 Q3	$18.1K	Hold	141	–	–	0.01%	225
2017 Q2	$17.1K	Hold	141	–	–	0.01%	253
2017 Q1	$19.2K	Buy	+141	New	+$19.2K	0.02%	215

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return