Simon Quick Advisors’s Middleby MIDD Stock Holding History

Simon Quick 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
2025 Q4	–	Sell	-5,071	Closed	-$674K	–	420
2025 Q3	$674K	Sell	5,071 -1,025	-17%	-$142K	0.03%	234
2025 Q2	$878K	Sell	6,096 -670	-10%	-$94.4K	0.04%	197
2025 Q1	$1.03M	Buy	6,766 +461	+7%	+$72.3K	0.06%	169
2024 Q4	$854K	Sell	6,305 -47	-0.7%	-$6.48K	0.05%	173
2024 Q3	$884K	Buy	6,352 +24	+0.4%	+$3.22K	0.06%	169
2024 Q2	$776K	Buy	6,328 +3,246	+105%	+$440K	0.05%	160
2024 Q1	$496K	Buy	3,082 +766	+33%	+$113K	0.04%	205
2023 Q4	$341K	Sell	2,316 -37	-2%	-$4.7K	0.03%	219
2023 Q3	$301K	Buy	2,353 +719	+44%	+$102K	0.03%	234
2023 Q2	$242K	Sell	1,634 -451	-22%	-$63.6K	0.02%	243
2023 Q1	$306K	Buy	+2,085	New	+$310K	0.03%	205

Other funds holding MIDD

T. Rowe Price Associates

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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