Silvercrest Asset Management’s Middleby MIDD Stock Holding History

Silvercrest Asset Management’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
2024 Q1	–	Sell	-2,535	Closed	-$373K	–	902
2023 Q4	$373K	Sell	2,535 -27	-1%	-$3.43K	﹤0.01%	716
2023 Q3	$328K	Sell	2,562 -1,166	-31%	-$166K	﹤0.01%	735
2023 Q2	$551K	Buy	3,728 +1,086	+41%	+$153K	﹤0.01%	665
2023 Q1	$387K	Sell	2,642 -61	-2%	-$9.06K	﹤0.01%	684
2022 Q4	$362K	Sell	2,703 -418	-13%	-$56.9K	﹤0.01%	683
2022 Q3	$400K	Buy	3,121 +323	+12%	+$45.3K	﹤0.01%	667
2022 Q2	$351K	Sell	2,798 -659	-19%	-$95.1K	﹤0.01%	693
2022 Q1	$567K	Buy	3,457 +192	+6%	+$34.9K	﹤0.01%	669
2021 Q4	$642K	Buy	3,265 +857	+36%	+$156K	﹤0.01%	634
2021 Q3	$411K	Buy	2,408 +560	+30%	+$101K	﹤0.01%	712
2021 Q2	$320K	Buy	+1,848	New	+$315K	﹤0.01%	740
2016 Q3	–	Sell	-2,565	Closed	-$296K	–	549
2016 Q2	$296K	Hold	2,565	–	–	﹤0.01%	474
2016 Q1	$274K	Sell	2,565 -860	-25%	-$80.8K	﹤0.01%	476
2015 Q4	$369K	Buy	+3,425	New	+$382K	0.01%	455

Other funds holding MIDD

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return