Timelo Investment Management’s Middleby MIDD Stock Holding History

Timelo Investment Management’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	-3,000	Closed	-$482K	–	33
2024 Q1	$482K	Sell	3,000 -19,000	-86%	-$2.8M	0.18%	33
2023 Q4	$3.24M	Buy	22,000 +3,000	+16%	+$381K	2.83%	8
2023 Q3	$2.43M	Sell	19,000 -1,000	-5%	-$142K	3.2%	10
2023 Q2	$2.96M	Sell	20,000 -7,000	-26%	-$987K	2.04%	7
2023 Q1	$3.96M	Sell	27,000 -3,000	-10%	-$446K	3.89%	10
2022 Q4	$4.02M	Buy	+30,000	New	+$4.08M	2.97%	9

Other funds holding MIDD

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Timelo Investment Management's MIDD Position: Q2 2024 in Review

Timelo Investment Management sold out of Middleby (MIDD) in Q2 2024, closing a stake of 3,000 shares — an estimated $482K sold.

Timelo Investment Management first reported a position in MIDD in Q4 2022 and held it in 6 quarters. The position peaked at $4.02M in Q4 2022. 358 funds tracked by Wall St. Rank hold MIDD as of Q2 2024.

Timelo Investment Management reported no remaining Middleby position as of Q2 2024 after selling out during the quarter.
Timelo Investment Management sold 3,000 Middleby shares in Q2 2024, an estimated $482K.
Timelo Investment Management first reported a position in Middleby in Q4 2022 and held it in 6 quarters.
Timelo Investment Management's Middleby position peaked at $4.02M in Q4 2022.
358 funds tracked by Wall St. Rank held Middleby as of Q2 2024.

Based on Timelo Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.