Total Clarity Wealth Management’s Middleby MIDD Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-550	Closed	-$69K	–	677
2022 Q2	$69K	Buy	+550	New	+$79.4K	0.04%	365
2022 Q1	–	Sell	-550	Closed	-$108K	–	631
2021 Q4	$108K	Hold	550	–	–	0.05%	299
2021 Q3	$94K	Buy	+550	New	+$99.4K	0.04%	311
2021 Q2	–	Sell	-550	Closed	-$91K	–	517
2021 Q1	$91K	Buy	+550	New	+$81K	0.05%	255
2020 Q1	–	Sell	-1,050	Closed	-$115K	–	409
2019 Q4	$115K	Buy	+1,050	New	+$120K	0.09%	171

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Total Clarity Wealth Management's MIDD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Middleby (MIDD) in Q3 2022, closing a stake of 550 shares — an estimated $69K sold.

Total Clarity Wealth Management first reported a position in MIDD in Q4 2019 and held it in 5 quarters. The position peaked at $115K in Q4 2019. 325 funds tracked by Wall St. Rank hold MIDD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Middleby position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 550 Middleby shares in Q3 2022, an estimated $69K.
Total Clarity Wealth Management first reported a position in Middleby in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Middleby position peaked at $115K in Q4 2019.
325 funds tracked by Wall St. Rank held Middleby as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.