Sowell Financial Services’s Middleby MIDD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-48	Closed	-$9K	–	1859
2021 Q1	$9K	Sell	48 -14	-23%	-$2.06K	﹤0.01%	2365
2020 Q4	$8K	Sell	62 -72	-54%	-$8.69K	﹤0.01%	2114
2020 Q3	$12K	Hold	134	–	–	﹤0.01%	1752
2020 Q2	$11K	Sell	134 -16	-11%	-$1.04K	﹤0.01%	1662
2020 Q1	$9K	Sell	150 -16	-10%	-$1.57K	﹤0.01%	1639
2019 Q4	$18K	Sell	166 -1	-0.6%	-$115	﹤0.01%	1473
2019 Q3	$20K	Buy	+167	New	+$20.5K	﹤0.01%	1280

Other funds holding MIDD

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

JP Morgan Chase

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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