Sigma Planning Corp’s Middleby MIDD Stock Holding History

Sigma Planning Corp’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	-1,957	Closed	-$289K	–	1267
2023 Q2	$289K	Sell	1,957 -5	-0.3%	-$705	0.01%	949
2023 Q1	$288K	Sell	1,962 -3	-0.2%	-$446	0.01%	1019
2022 Q4	$263K	Sell	1,965 -4	-0.2%	-$544	0.01%	1019
2022 Q3	$252K	Sell	1,969 -10	-0.5%	-$1.4K	0.01%	1009
2022 Q2	$248K	Sell	1,979 -1	-0.1%	-$144	0.01%	1074
2022 Q1	$325K	Buy	1,980 +181	+10%	+$32.9K	0.01%	1020
2021 Q4	$354K	Buy	+1,799	New	+$328K	0.01%	1001

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

Sigma Planning Corp's MIDD Position: Q3 2023 in Review

Sigma Planning Corp sold out of Middleby (MIDD) in Q3 2023, closing a stake of 1,957 shares — an estimated $289K sold.

Sigma Planning Corp first reported a position in MIDD in Q4 2021 and held it in 7 quarters. The position peaked at $354K in Q4 2021. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

Sigma Planning Corp reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 1,957 Middleby shares in Q3 2023, an estimated $289K.
Sigma Planning Corp first reported a position in Middleby in Q4 2021 and held it in 7 quarters.
Sigma Planning Corp's Middleby position peaked at $354K in Q4 2021.
342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.