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Salem Investment Counselors’s Middleby MIDD Stock Holding History

Salem Investment Counselors’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
2023
Q4 		– Sell
-70
Closed -$8.96K – 1133
2023
Q3 		$8.96K Hold
70
– – ﹤0.01% 810
2023
Q2 		$10.3K Hold
70
– – ﹤0.01% 819
2023
Q1 		$10.3K Hold
70
– – ﹤0.01% 809
2022
Q4 		$9.37K Hold
70
– – ﹤0.01% 796
2022
Q3 		$9K Hold
70
– – ﹤0.01% 776
2022
Q2 		$9K Hold
70
– – ﹤0.01% 801
2022
Q1 		$11K Hold
70
– – ﹤0.01% 742
2021
Q4 		$14K Hold
70
– – ﹤0.01% 775
2021
Q3 		$12K Buy
+70
New +$12.7K ﹤0.01% 734

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Salem Investment Counselors's MIDD Position: Q4 2023 in Review

Salem Investment Counselors sold out of Middleby (MIDD) in Q4 2023, closing a stake of 70 shares — an estimated $8.96K sold.

Salem Investment Counselors first reported a position in MIDD in Q3 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2023.

  • Salem Investment Counselors reported no remaining Middleby position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 70 Middleby shares in Q4 2023, an estimated $8.96K.
  • Salem Investment Counselors first reported a position in Middleby in Q3 2021 and held it in 9 quarters.
  • Salem Investment Counselors's Middleby position peaked at $14K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Middleby as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.