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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 – 1858
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's MIDD Position: Q2 2021 in Review

Sowell Financial Services sold out of Middleby (MIDD) in Q2 2021, closing a stake of 48 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in MIDD in Q3 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2019. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

  • Sowell Financial Services reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 48 Middleby shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in Middleby in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Middleby position peaked at $20K in Q3 2019.
  • 375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.