Sargent Bickham Lagudis’s Middleby MIDD Stock Holding History

Sargent Bickham Lagudis’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 Q4	$3.35K	Hold	25	–	–	﹤0.01%	850
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	851
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	874
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	823
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	801
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	833
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	822
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	818
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	787
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	736
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	718
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	748
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	745
2019 Q3	$3K	Sell	25 -90	-78%	-$11K	﹤0.01%	662
2019 Q2	$16K	Buy	115 +90	+360%	+$12.1K	﹤0.01%	533
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	733
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	700
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	722
2018 Q2	$3K	Sell	25 -24	-49%	-$2.72K	﹤0.01%	703
2018 Q1	$6K	Hold	49	–	–	﹤0.01%	652
2017 Q4	$7K	Hold	49	–	–	﹤0.01%	653
2017 Q3	$6K	Hold	49	–	–	﹤0.01%	681
2017 Q2	$6K	Buy	49 +24	+96%	+$3.17K	﹤0.01%	641
2017 Q1	$3K	Sell	25 -37	-60%	-$5.03K	﹤0.01%	684
2016 Q4	$8K	Hold	62	–	–	﹤0.01%	585
2016 Q3	$8K	Hold	62	–	–	﹤0.01%	601
2016 Q2	$7K	Sell	62 -40	-39%	-$4.59K	﹤0.01%	587
2016 Q1	$11K	Buy	+102	New	+$9.59K	﹤0.01%	559

Other funds holding MIDD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sargent Bickham Lagudis's MIDD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Middleby (MIDD) position steady in Q4 2022 at 25 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Sargent Bickham Lagudis first reported a position in MIDD in Q1 2016 and has held it in 28 quarters since. The position peaked at $16K in Q2 2019. 330 funds tracked by Wall St. Rank hold MIDD as of Q4 2022.

Sargent Bickham Lagudis held 25 shares of Middleby worth $3.35K as of Q4 2022.
Sargent Bickham Lagudis left its Middleby share count unchanged in Q4 2022.
Middleby made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #850 holding.
Sargent Bickham Lagudis first reported a position in Middleby in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Middleby position peaked at $16K in Q2 2019.
330 funds tracked by Wall St. Rank held Middleby as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.