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U.S. Capital Wealth Advisors’s Middleby MIDD Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-369
Closed -$49.4K – 1164
2022
Q4 		$49.4K Buy
+369
New +$50.2K ﹤0.01% 887

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 $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's MIDD Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Middleby (MIDD) in Q1 2023, closing a stake of 369 shares — an estimated $49.4K sold.

U.S. Capital Wealth Advisors first reported a position in MIDD in Q4 2022 and held it in 1 quarter. The position peaked at $49.4K in Q4 2022. 350 funds tracked by Wall St. Rank hold MIDD as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Middleby position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 369 Middleby shares in Q1 2023, an estimated $49.4K.
  • U.S. Capital Wealth Advisors first reported a position in Middleby in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Middleby position peaked at $49.4K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.