WCF
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West Coast Financial’s Middleby MIDD Stock Holding History

West Coast Financial’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
Q2 		– Sell
-36,312
Closed -$5.95M – 132
2022
Q1 		$5.95M Buy
36,312
+221
+0.6% +$40.1K 0.91% 41
2021
Q4 		$7.1M Sell
36,091
-312
-0.9% -$56.9K 1.02% 37
2021
Q3 		$6.21M Buy
36,403
+413
+1% +$74.6K 1% 37
2021
Q2 		$6.24M Buy
35,990
+179
+0.5% +$30.5K 1.02% 37
2021
Q1 		$5.94M Sell
35,811
-342
-0.9% -$50.3K 1.03% 35
2020
Q4 		$4.66M Sell
36,153
-348
-1% -$42K 0.9% 40
2020
Q3 		$3.27M Buy
36,501
+1,773
+5% +$161K 0.74% 45
2020
Q2 		$2.74M Buy
+34,728
New +$2.25M 0.67% 46

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Coast Financial's MIDD Position: Q2 2022 in Review

West Coast Financial sold out of Middleby (MIDD) in Q2 2022, closing a stake of 36,312 shares — an estimated $5.95M sold.

West Coast Financial first reported a position in MIDD in Q2 2020 and held it in 8 quarters. The position peaked at $7.1M in Q4 2021. 333 funds tracked by Wall St. Rank hold MIDD as of Q2 2022.

  • West Coast Financial reported no remaining Middleby position as of Q2 2022 after selling out during the quarter.
  • West Coast Financial sold 36,312 Middleby shares in Q2 2022, an estimated $5.95M.
  • West Coast Financial first reported a position in Middleby in Q2 2020 and held it in 8 quarters.
  • West Coast Financial's Middleby position peaked at $7.1M in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Middleby as of Q2 2022.

Based on West Coast Financial's 13F filing for Q2 2022, filed 11 Jul 2022.