Veritable’s Middleby MIDD Stock Holding History

Veritable’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 Q3	–	Sell	-3,409	Closed	-$504K	–	500
2023 Q2	$504K	Sell	3,409 -265	-7%	-$37.4K	0.01%	538
2023 Q1	$539K	Sell	3,674 -263	-7%	-$39.1K	0.01%	508
2022 Q4	$527K	Buy	3,937 +1,204	+44%	+$164K	0.01%	518
2022 Q3	$350K	Buy	+2,733	New	+$384K	0.01%	588
2019 Q3	–	Sell	-1,521	Closed	-$206K	–	817
2019 Q2	$206K	Buy	+1,521	New	+$205K	﹤0.01%	757
2018 Q4	–	Sell	-1,718	Closed	-$222K	–	812
2018 Q3	$222K	Buy	+1,718	New	+$196K	﹤0.01%	750

Other funds holding MIDD

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

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

Veritable's MIDD Position: Q3 2023 in Review

Veritable sold out of Middleby (MIDD) in Q3 2023, closing a stake of 3,409 shares — an estimated $504K sold.

Veritable first reported a position in MIDD in Q3 2018 and held it in 6 quarters. The position peaked at $539K in Q1 2023. 342 funds tracked by Wall St. Rank hold MIDD as of Q3 2023.

Veritable reported no remaining Middleby position as of Q3 2023 after selling out during the quarter.
Veritable sold 3,409 Middleby shares in Q3 2023, an estimated $504K.
Veritable first reported a position in Middleby in Q3 2018 and held it in 6 quarters.
Veritable's Middleby position peaked at $539K in Q1 2023.
342 funds tracked by Wall St. Rank held Middleby as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.