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TCI Wealth Advisors’s Middleby MIDD Stock Holding History

TCI 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
Q2 		– Sell
-4
Closed -$587 – 1402
2023
Q1 		$587 Buy
4
+1
+33% +$149 ﹤0.01% 2191
2022
Q4 		$402 Sell
3
-1
-25% -$136 ﹤0.01% 2251
2022
Q3 		$1K Buy
+4
New +$561 ﹤0.01% 2119
2020
Q1 		– Sell
-67
Closed -$7K – 1653
2019
Q4 		$7K Hold
67
– – ﹤0.01% 778
2019
Q3 		$8K Hold
67
– – ﹤0.01% 692
2019
Q2 		$9K Hold
67
– – ﹤0.01% 647
2019
Q1 		$9K Hold
67
– – ﹤0.01% 653
2018
Q4 		$7K Sell
67
-12
-15% -$1.37K ﹤0.01% 707
2018
Q3 		$10K Buy
79
+7
+10% +$799 ﹤0.01% 633
2018
Q2 		$8K Buy
72
+13
+22% +$1.47K ﹤0.01% 683
2018
Q1 		$7K Hold
59
– – ﹤0.01% 681
2017
Q4 		$8K Hold
59
– – ﹤0.01% 680
2017
Q3 		$8K Sell
59
-37
-39% -$4.56K ﹤0.01% 644
2017
Q2 		$12K Buy
96
+29
+43% +$3.83K 0.01% 560
2017
Q1 		$9K Buy
67
+8
+14% +$1.09K ﹤0.01% 597
2016
Q4 		$8K Sell
59
-17
-22% -$2.14K ﹤0.01% 676
2016
Q3 		$9K Buy
76
+17
+29% +$2.09K ﹤0.01% 603
2016
Q2 		$7K Hold
59
– – ﹤0.01% 650
2016
Q1 		$6K Sell
59
-205
-78% -$19.3K ﹤0.01% 680
2015
Q4 		$28K Buy
+264
New +$29.4K 0.02% 385

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's MIDD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Middleby (MIDD) in Q2 2023, closing a stake of 4 shares — an estimated $587 sold.

TCI Wealth Advisors first reported a position in MIDD in Q4 2015 and held it in 20 quarters. The position peaked at $28K in Q4 2015. 353 funds tracked by Wall St. Rank hold MIDD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Middleby position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 Middleby shares in Q2 2023, an estimated $587.
  • TCI Wealth Advisors first reported a position in Middleby in Q4 2015 and held it in 20 quarters.
  • TCI Wealth Advisors's Middleby position peaked at $28K in Q4 2015.
  • 353 funds tracked by Wall St. Rank held Middleby as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.