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 $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

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return