Tarbox Family Office’s Middleby MIDD Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-27	Closed	-$4K	–	640
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	607
2021 Q4	$5K	Hold	27	–	–	﹤0.01%	612
2021 Q3	$5K	Hold	27	–	–	﹤0.01%	640
2021 Q2	$5K	Hold	27	–	–	﹤0.01%	641
2021 Q1	$4K	Hold	27	–	–	﹤0.01%	654
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	705
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	802
2020 Q2	$2K	Hold	27	–	–	﹤0.01%	791
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	676
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	682
2019 Q3	$3K	Hold	27	–	–	﹤0.01%	615
2019 Q2	$4K	Buy	+27	New	+$3.63K	﹤0.01%	513

Other funds holding MIDD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tarbox Family Office's MIDD Position: Q2 2022 in Review

Tarbox Family Office sold out of Middleby (MIDD) in Q2 2022, closing a stake of 27 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in MIDD in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

Tarbox Family Office reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 27 Middleby shares in Q2 2022, an estimated $4K.
Tarbox Family Office first reported a position in Middleby in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Middleby position peaked at $5K in Q4 2021.
333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.