Sonora Investment Management’s Middleby MIDD Stock Holding History

Sonora Investment 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
2021 Q3	$51K	Hold	300	–	–	0.01%	416
2021 Q2	$52K	Hold	300	–	–	0.01%	390
2021 Q1	$50K	Hold	300	–	–	﹤0.01%	607
2020 Q4	$39K	Hold	300	–	–	﹤0.01%	693
2020 Q3	$27K	Hold	300	–	–	﹤0.01%	758
2020 Q2	$24K	Hold	300	–	–	﹤0.01%	718
2020 Q1	$17K	Hold	300	–	–	﹤0.01%	829
2019 Q4	$33K	Hold	300	–	–	﹤0.01%	658
2019 Q3	$35K	Hold	300	–	–	﹤0.01%	634
2019 Q2	$41K	Hold	300	–	–	﹤0.01%	605
2019 Q1	$39K	Hold	300	–	–	﹤0.01%	575
2018 Q4	$31K	Hold	300	–	–	﹤0.01%	486
2018 Q3	$39K	Hold	300	–	–	0.01%	456
2018 Q2	$31K	Hold	300	–	–	﹤0.01%	491
2018 Q1	$37.1K	Hold	300	–	–	0.01%	441
2017 Q4	$40.5K	Hold	300	–	–	0.01%	436
2017 Q3	$38.5K	Hold	300	–	–	0.01%	384
2017 Q2	$36.5K	Hold	300	–	–	0.01%	384
2017 Q1	$40.9K	Hold	300	–	–	0.01%	361
2016 Q4	$38.6K	Hold	300	–	–	0.01%	327
2016 Q3	$37.1K	Hold	300	–	–	0.01%	331
2016 Q2	$34.6K	Hold	300	–	–	0.01%	305
2016 Q1	$32.6K	Hold	300	–	–	0.01%	347
2015 Q4	$32K	Hold	300	–	–	0.01%	301
2015 Q3	$32K	Buy	+300	New	+$34.6K	0.01%	258

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

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

EIG

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

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

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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sonora Investment Management's MIDD Position: Q3 2021 in Review

Sonora Investment Management held its Middleby (MIDD) position steady in Q3 2021 at 300 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #416.

Sonora Investment Management first reported a position in MIDD in Q3 2015 and has held it in 25 quarters since. The position peaked at $52K in Q2 2021. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

Sonora Investment Management held 300 shares of Middleby worth $51K as of Q3 2021.
Sonora Investment Management left its Middleby share count unchanged in Q3 2021.
Middleby made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #416 holding.
Sonora Investment Management first reported a position in Middleby in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Middleby position peaked at $52K in Q2 2021.
365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.