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TDAM USA’s Middleby MIDD Stock Holding History

TDAM USA’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
2021
Q4 		$8.41M Buy
42,758
+9,868
+30% +$1.8M 0.52% 60
2021
Q3 		$5.61M Sell
32,890
-395
-1% -$71.4K 0.37% 82
2021
Q2 		$6.37M Sell
33,285
-1,393
-4% -$237K 0.39% 85
2021
Q1 		$5.75M Sell
34,678
-361
-1% -$53.1K 0.35% 92
2020
Q4 		$4.52M Sell
35,039
-6,656
-16% -$803K 0.28% 102
2020
Q3 		$3.74M Sell
41,695
-1,359
-3% -$123K 0.26% 107
2020
Q2 		$3.44M Buy
43,054
+2,795
+7% +$181K 0.25% 111
2020
Q1 		$2.29M Buy
40,259
+13,131
+48% +$1.29M 0.19% 117
2019
Q4 		$2.97M Sell
27,128
-2,895
-10% -$332K 0.19% 120
2019
Q3 		$3.51M Buy
+30,023
New +$3.68M 0.25% 115
2019
Q1 		– Sell
-11,066
Closed -$1.14M – 283
2018
Q4 		$1.14M Buy
11,066
+3,976
+56% +$453K 0.08% 170
2018
Q3 		$917K Buy
+7,090
New +$809K 0.06% 205

Other funds holding MIDD

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
EIG
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TDAM USA's MIDD Position: Q4 2021 in Review

TDAM USA increased its Middleby (MIDD) stake by 30% in Q4 2021, buying an estimated $1.8M and bringing the position to 42,758 shares worth $8.41M. The position accounts for 0.52% of the portfolio, ranked #60.

TDAM USA first reported a position in MIDD in Q3 2018 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold MIDD as of Q4 2021.

  • TDAM USA held 42,758 shares of Middleby worth $8.41M as of Q4 2021.
  • TDAM USA bought 9,868 Middleby shares in Q4 2021, an estimated $1.8M.
  • Middleby made up 0.52% of TDAM USA's portfolio in Q4 2021, its #60 holding.
  • TDAM USA first reported a position in Middleby in Q3 2018 and has held it in 12 quarters since.
  • 378 funds tracked by Wall St. Rank held Middleby as of Q4 2021.

Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.