TRUE Private Wealth Advisors’s Middleby MIDD Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-1,054	Closed	-$207K	–	260
2021 Q4	$207K	Buy	+1,054	New	+$192K	0.03%	250
2021 Q1	–	Sell	-1,350	Closed	-$174K	–	516
2020 Q4	$174K	Buy	1,350 +142	+12%	+$17.1K	0.03%	206
2020 Q3	$108K	Sell	1,208 -50	-4%	-$4.53K	0.02%	238
2020 Q2	$99K	Buy	1,258 +1,075	+587%	+$69.6K	0.02%	236
2020 Q1	$10K	Hold	183	–	–	﹤0.01%	452
2019 Q4	$20K	Buy	+183	New	+$21K	﹤0.01%	489
2019 Q3	–	Sell	-183	Closed	-$24K	–	529
2019 Q2	$24K	Buy	+183	New	+$24.6K	﹤0.01%	436
2018 Q4	–	Sell	-200	Closed	-$25.9K	–	657
2018 Q3	$25.9K	Buy	+200	New	+$22.8K	﹤0.01%	563

Other funds holding MIDD

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

TRUE Private Wealth Advisors's MIDD Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Middleby (MIDD) in Q1 2022, closing a stake of 1,054 shares — an estimated $207K sold.

TRUE Private Wealth Advisors first reported a position in MIDD in Q3 2018 and held it in 8 quarters. The position peaked at $207K in Q4 2021. 387 funds tracked by Wall St. Rank hold MIDD as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Middleby position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,054 Middleby shares in Q1 2022, an estimated $207K.
TRUE Private Wealth Advisors first reported a position in Middleby in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Middleby position peaked at $207K in Q4 2021.
387 funds tracked by Wall St. Rank held Middleby as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.