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MIDD icon

Sunbelt Securities’s Middleby MIDD Stock Holding History

Sunbelt Securities’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 		– Sell
-16
Closed -$2.23K – 1885
2024
Q3 		$2.23K Hold
16
– – ﹤0.01% 1599
2024
Q2 		$1.96K Hold
16
– – ﹤0.01% 1552
2024
Q1 		$2.57K Sell
16
-20
-56% -$2.95K ﹤0.01% 1478
2023
Q4 		$5.3K Buy
36
+5
+16% +$635 ﹤0.01% 1300
2023
Q3 		$3.97K Hold
31
– – ﹤0.01% 1353
2023
Q2 		$4.58K Buy
+31
New +$4.37K ﹤0.01% 1340
2020
Q2 		– Sell
-7,700
Closed -$719K – 345
2020
Q1 		$719K Buy
+7,700
New +$755K 0.03% 179

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's MIDD Position: Q4 2024 in Review

Sunbelt Securities sold out of Middleby (MIDD) in Q4 2024, closing a stake of 16 shares — an estimated $2.23K sold.

Sunbelt Securities first reported a position in MIDD in Q1 2020 and held it in 7 quarters. The position peaked at $719K in Q1 2020. 393 funds tracked by Wall St. Rank hold MIDD as of Q4 2024.

  • Sunbelt Securities reported no remaining Middleby position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 16 Middleby shares in Q4 2024, an estimated $2.23K.
  • Sunbelt Securities first reported a position in Middleby in Q1 2020 and held it in 7 quarters.
  • Sunbelt Securities's Middleby position peaked at $719K in Q1 2020.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.