SFC
MIDD icon

Strategic Financial Concepts’s Middleby MIDD Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-36,520
Closed -$270 – 520
2024
Q2 		$270 Buy
+36,520
New +$4.95M ﹤0.01% 693

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Financial Concepts's MIDD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Middleby (MIDD) in Q3 2024, closing a stake of 36,520 shares — an estimated $270 sold.

Strategic Financial Concepts first reported a position in MIDD in Q2 2024 and held it in 1 quarter. The position peaked at $270 in Q2 2024. 387 funds tracked by Wall St. Rank hold MIDD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Middleby position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 36,520 Middleby shares in Q3 2024, an estimated $270.
  • Strategic Financial Concepts first reported a position in Middleby in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Middleby position peaked at $270 in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Middleby as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.