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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthcare Advisory Partners's MIDD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Middleby (MIDD) in Q2 2021, closing a stake of 75 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in MIDD in Q4 2017 and held it in 11 quarters. The position peaked at $16K in Q1 2019. 375 funds tracked by Wall St. Rank hold MIDD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Middleby position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 75 Middleby shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Middleby in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Middleby position peaked at $16K in Q1 2019.
375 funds tracked by Wall St. Rank held Middleby as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.