Sugarloaf Wealth Management’s Middleby MIDD Stock Holding History

Sugarloaf Wealth Management’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 Q4	$13K	Hold	96	–	–	﹤0.01%	462
2024 Q3	$13.4K	Hold	96	–	–	﹤0.01%	466
2024 Q2	$11.8K	Hold	96	–	–	﹤0.01%	457
2024 Q1	$15.4K	Hold	96	–	–	﹤0.01%	442
2023 Q4	$14.1K	Hold	96	–	–	﹤0.01%	446
2023 Q3	$12.3K	Hold	96	–	–	﹤0.01%	440
2023 Q2	$14.2K	Hold	96	–	–	﹤0.01%	437
2023 Q1	$14.1K	Hold	96	–	–	﹤0.01%	438
2022 Q4	$12.9K	Hold	96	–	–	﹤0.01%	463
2022 Q3	$13K	Hold	96	–	–	﹤0.01%	483
2022 Q2	$12K	Hold	96	–	–	﹤0.01%	493
2022 Q1	$16K	Hold	96	–	–	﹤0.01%	438
2021 Q4	$19K	Hold	96	–	–	﹤0.01%	436
2021 Q3	$16K	Hold	96	–	–	﹤0.01%	466
2021 Q2	$17K	Hold	96	–	–	﹤0.01%	440
2021 Q1	$16	Hold	96	–	–	﹤0.01%	449
2020 Q4	$12K	Hold	96	–	–	﹤0.01%	464
2020 Q3	$9K	Hold	96	–	–	﹤0.01%	469
2020 Q2	$8K	Hold	96	–	–	﹤0.01%	469
2020 Q1	$5K	Hold	96	–	–	﹤0.01%	510
2019 Q4	$11K	Buy	+96	New	+$11K	﹤0.01%	458

Other funds holding MIDD

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sugarloaf Wealth Management's MIDD Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Middleby (MIDD) position steady in Q4 2024 at 96 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Sugarloaf Wealth Management first reported a position in MIDD in Q4 2019 and has held it in 21 quarters since. The position peaked at $19K in Q4 2021. 392 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

Sugarloaf Wealth Management held 96 shares of Middleby worth $13K as of Q4 2024.
Sugarloaf Wealth Management left its Middleby share count unchanged in Q4 2024.
Middleby made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #462 holding.
Sugarloaf Wealth Management first reported a position in Middleby in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Middleby position peaked at $19K in Q4 2021.
392 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.