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Stephens Inc’s Middleby MIDD Stock Holding History

Stephens Inc’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
Q1 		– Sell
-1,611
Closed -$218K – 1285
2024
Q4 		$218K Sell
1,611
-111
-6% -$15.3K ﹤0.01% 1140
2024
Q3 		$240K Hold
1,722
– – ﹤0.01% 1121
2024
Q2 		$211K Hold
1,722
– – ﹤0.01% 1142
2024
Q1 		$277K Hold
1,722
– – ﹤0.01% 1033
2023
Q4 		$253K Buy
+1,722
New +$219K ﹤0.01% 998
2020
Q1 		– Sell
-421
Closed -$46K – 1168
2019
Q4 		$46K Sell
421
-1,361
-76% -$156K ﹤0.01% 1106
2019
Q3 		$208K Buy
1,782
+44
+3% +$5.4K ﹤0.01% 1041
2019
Q2 		$236K Sell
1,738
-162
-9% -$21.8K 0.01% 1014
2019
Q1 		$247K Sell
1,900
-47
-2% -$5.64K 0.01% 983
2018
Q4 		$200K Buy
1,947
+938
+93% +$107K 0.01% 984
2018
Q3 		$131K Buy
+1,009
New +$115K ﹤0.01% 1097
2017
Q3 		– Sell
-8,853
Closed -$1.08M – 806
2017
Q2 		$1.08M Buy
8,853
+430
+5% +$56.8K 0.04% 414
2017
Q1 		$1.15M Buy
8,423
+109
+1% +$14.8K 0.04% 390
2016
Q4 		$1.07M Buy
8,314
+320
+4% +$40.3K 0.04% 364
2016
Q3 		$988K Buy
7,994
+531
+7% +$65.2K 0.04% 374
2016
Q2 		$860K Sell
7,463
-335
-4% -$38.4K 0.04% 384
2016
Q1 		$833K Sell
7,798
-287
-4% -$27K 0.04% 363
2015
Q4 		$872K Buy
+8,085
New +$901K 0.04% 348
2014
Q3 		– Sell
-2,466
Closed -$204K – 844
2014
Q2 		$204K Sell
2,466
-12
-0.5% -$988 0.01% 749
2014
Q1 		$218K Buy
+2,478
New +$216K 0.01% 688

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephens Inc's MIDD Position: Q1 2025 in Review

Stephens Inc sold out of Middleby (MIDD) in Q1 2025, closing a stake of 1,611 shares — an estimated $218K sold.

Stephens Inc first reported a position in MIDD in Q1 2014 and held it in 20 quarters. The position peaked at $1.15M in Q1 2017. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Stephens Inc reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 1,611 Middleby shares in Q1 2025, an estimated $218K.
  • Stephens Inc first reported a position in Middleby in Q1 2014 and held it in 20 quarters.
  • Stephens Inc's Middleby position peaked at $1.15M in Q1 2017.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.