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Toth Financial Advisory’s Middleby MIDD Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-22
Closed -$2.82K – 770
2023
Q3 		$2.82K Buy
+22
New +$3.13K ﹤0.01% 600

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $3.38T AUM 44.17% 1-Year Est. Return

Toth Financial Advisory's MIDD Position: Q4 2023 in Review

Toth Financial Advisory sold out of Middleby (MIDD) in Q4 2023, closing a stake of 22 shares — an estimated $2.82K sold.

Toth Financial Advisory first reported a position in MIDD in Q3 2023 and held it in 1 quarter. The position peaked at $2.82K in Q3 2023. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2023.

  • Toth Financial Advisory reported no remaining Middleby position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 22 Middleby shares in Q4 2023, an estimated $2.82K.
  • Toth Financial Advisory first reported a position in Middleby in Q3 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Middleby position peaked at $2.82K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Middleby as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.