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SYSTM Wealth Solutions’s Middleby MIDD Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-5,190
Closed -$835K – 841
2024
Q1 		$835K Sell
5,190
-371
-7% -$54.7K 0.11% 223
2023
Q4 		$818K Buy
5,561
+255
+5% +$32.4K 0.11% 221
2023
Q3 		$679K Buy
5,306
+1,304
+33% +$185K 0.1% 235
2023
Q2 		$592K Buy
4,002
+2,010
+101% +$283K 0.08% 289
2023
Q1 		$292K Sell
1,992
-36
-2% -$5.35K 0.05% 382
2022
Q4 		$272K Buy
+2,028
New +$276K 0.03% 454

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYSTM Wealth Solutions's MIDD Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Middleby (MIDD) in Q2 2024, closing a stake of 5,190 shares — an estimated $835K sold.

SYSTM Wealth Solutions first reported a position in MIDD in Q4 2022 and held it in 6 quarters. The position peaked at $835K in Q1 2024. 357 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,190 Middleby shares in Q2 2024, an estimated $835K.
  • SYSTM Wealth Solutions first reported a position in Middleby in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Middleby position peaked at $835K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.