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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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return