Sheaff Brock Investment Advisors’s Middleby MIDD Stock Holding History

Sheaff Brock Investment Advisors’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 Q3	–	Sell	-2,642	Closed	-$391K	–	481
2023 Q2	$391K	Hold	2,642	–	–	0.03%	298
2023 Q1	$387K	Sell	2,642 -498	-16%	-$74K	0.04%	305
2022 Q4	$420K	Hold	3,140	–	–	0.04%	277
2022 Q3	$402K	Hold	3,140	–	–	0.04%	271
2022 Q2	$394K	Hold	3,140	–	–	0.03%	284
2022 Q1	$515K	Hold	3,140	–	–	0.04%	278
2021 Q4	$618K	Hold	3,140	–	–	0.04%	241
2021 Q3	$535K	Hold	3,140	–	–	0.04%	256
2021 Q2	$544K	Hold	3,140	–	–	0.04%	251
2021 Q1	$520K	Hold	3,140	–	–	0.04%	247
2020 Q4	$405K	Hold	3,140	–	–	0.03%	273
2020 Q3	$282K	Hold	3,140	–	–	0.03%	317
2020 Q2	$248K	Buy	+3,140	New	+$203K	0.02%	343
2020 Q1	–	Sell	-3,140	Closed	-$344K	–	465
2019 Q4	$344K	Hold	3,140	–	–	0.03%	308
2019 Q3	$367K	Hold	3,140	–	–	0.04%	299
2019 Q2	$426K	Hold	3,140	–	–	0.05%	271
2019 Q1	$408K	Hold	3,140	–	–	0.05%	288
2018 Q4	$323K	Hold	3,140	–	–	0.05%	307
2018 Q3	$406K	Hold	3,140	–	–	0.04%	303
2018 Q2	$328K	Sell	3,140 -369	-11%	-$41.8K	0.03%	344
2018 Q1	$434K	Hold	3,509	–	–	0.04%	285
2017 Q4	$474K	Hold	3,509	–	–	0.06%	266
2017 Q3	$450K	Hold	3,509	–	–	0.06%	275
2017 Q2	$426K	Hold	3,509	–	–	0.06%	303
2017 Q1	$479K	Hold	3,509	–	–	0.06%	291
2016 Q4	$452K	Hold	3,509	–	–	0.06%	298
2016 Q3	$434K	Hold	3,509	–	–	0.06%	290
2016 Q2	$404K	Hold	3,509	–	–	0.05%	316
2016 Q1	$375K	Hold	3,509	–	–	0.05%	337
2015 Q4	$379K	Buy	+3,509	New	+$391K	0.04%	360

Other funds holding MIDD

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

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

BlackRock New York $6.73T AUM 46.02% 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

EIG

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's MIDD Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Middleby (MIDD) in Q3 2023, closing a stake of 2,642 shares — an estimated $391K sold.

Sheaff Brock Investment Advisors first reported a position in MIDD in Q4 2015 and held it in 30 quarters. The position peaked at $618K in Q4 2021. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

Sheaff Brock Investment Advisors reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,642 Middleby shares in Q3 2023, an estimated $391K.
Sheaff Brock Investment Advisors first reported a position in Middleby in Q4 2015 and held it in 30 quarters.
Sheaff Brock Investment Advisors's Middleby position peaked at $618K in Q4 2021.
342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.