SGI
MIDD icon

Summit Global Investments’s Middleby MIDD Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-9,547
Closed -$1.65M – 528
2021
Q2 		$1.65M Buy
+9,547
New +$1.63M 0.1% 158

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Global Investments's MIDD Position: Q3 2021 in Review

Summit Global Investments sold out of Middleby (MIDD) in Q3 2021, closing a stake of 9,547 shares — an estimated $1.65M sold.

Summit Global Investments first reported a position in MIDD in Q2 2021 and held it in 1 quarter. The position peaked at $1.65M in Q2 2021. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

  • Summit Global Investments reported no remaining Middleby position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 9,547 Middleby shares in Q3 2021, an estimated $1.65M.
  • Summit Global Investments first reported a position in Middleby in Q2 2021 and held it in 1 quarter.
  • Summit Global Investments's Middleby position peaked at $1.65M in Q2 2021.
  • 365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.