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Safeguard Investment Advisory Group’s Middleby MIDD Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-26
Closed -$3K – 457
2020
Q4 		$3K Buy
+26
New +$3.14K ﹤0.01% 594

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Safeguard Investment Advisory Group's MIDD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Middleby (MIDD) in Q1 2021, closing a stake of 26 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in MIDD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 355 funds tracked by Wall St. Rank hold MIDD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Middleby position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 26 Middleby shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Middleby in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Middleby position peaked at $3K in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Middleby as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.