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TFO Wealth Partners’s Middleby MIDD Stock Holding History

TFO Wealth Partners’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
-2
Closed -$322 – 485
2024
Q1 		$322 Hold
2
– – ﹤0.01% 376
2023
Q4 		$294 Hold
2
– – ﹤0.01% 527
2023
Q3 		$296 Hold
2
– – ﹤0.01% 660
2023
Q2 		$296 Hold
2
– – ﹤0.01% 408
2023
Q1 		$293 Sell
2
-8
-80% -$1.19K ﹤0.01% 380
2022
Q4 		$703 Buy
+10
New +$1.36K ﹤0.01% 429

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TFO Wealth Partners's MIDD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Middleby (MIDD) in Q2 2024, closing a stake of 2 shares — an estimated $322 sold.

TFO Wealth Partners first reported a position in MIDD in Q4 2022 and held it in 6 quarters. The position peaked at $703 in Q4 2022. 358 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Middleby shares in Q2 2024, an estimated $322.
  • TFO Wealth Partners first reported a position in Middleby in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Middleby position peaked at $703 in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.