Wealthcare Advisory Partners’s Middleby MIDD Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-75	Closed	-$12K	–	1324
2021 Q1	$12K	Buy	+75	New	+$11K	﹤0.01%	1391
2020 Q2	–	Sell	-75	Closed	-$4K	–	951
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	1165
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	1008
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	948
2019 Q2	$10K	Sell	75 -48	-39%	-$6.45K	﹤0.01%	907
2019 Q1	$16K	Hold	123	–	–	﹤0.01%	712
2018 Q4	$13K	Hold	123	–	–	﹤0.01%	730
2018 Q3	$16K	Buy	123 +48	+64%	+$5.48K	﹤0.01%	736
2018 Q2	$8K	Hold	75	–	–	﹤0.01%	896
2018 Q1	$9K	Hold	75	–	–	﹤0.01%	752
2017 Q4	$10K	Buy	+75	New	+$9.18K	﹤0.01%	678

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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