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Sutton Wealth Advisors’s Middleby MIDD Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-3
Closed -$402 – 1253
2022
Q4 		$402 Sell
3
-2
-40% -$272 ﹤0.01% 1526
2022
Q3 		$641 Buy
5
+2
+67% +$281 ﹤0.01% 1415
2022
Q2 		$376 Hold
3
– – ﹤0.01% 1509
2022
Q1 		$492 Sell
3
-3
-50% -$545 ﹤0.01% 1488
2021
Q4 		$1.18K Buy
+6
New +$1.09K ﹤0.01% 1289

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 $20.2B AUM 17.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sutton Wealth Advisors's MIDD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Middleby (MIDD) in Q1 2023, closing a stake of 3 shares — an estimated $402 sold.

Sutton Wealth Advisors first reported a position in MIDD in Q4 2021 and held it in 5 quarters. The position peaked at $1.18K in Q4 2021. 351 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Middleby position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Middleby shares in Q1 2023, an estimated $402.
  • Sutton Wealth Advisors first reported a position in Middleby in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Middleby position peaked at $1.18K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.