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Steward Financial Group’s Middleby MIDD Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+23
New +$3.27K ﹤0.01% 1011
2022
Q3 		– Sell
-9
Closed -$1K – 824
2022
Q2 		$1K Buy
+9
New +$1.3K ﹤0.01% 797

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Steward Financial Group's MIDD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Middleby (MIDD) in Q3 2023: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MIDD as recently as Q2 2022.

Steward Financial Group first reported a position in MIDD in Q2 2022 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

  • Steward Financial Group held 23 shares of Middleby worth $2K as of Q3 2023.
  • Middleby was a new Steward Financial Group position in Q3 2023.
  • Middleby made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1011 holding.
  • Steward Financial Group first reported a position in Middleby in Q2 2022 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.