Ownership history in SIMON QUICK ADVISORS, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in MIDDLEBY CORP (MIDD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,071 | -2,982 | -37.0% | 0.03% | $674K | $132.93 |
| 2025 Q2 | ADDED | 8,053 | +1,287 | +19.0% | 0.05% | $1.2M | $144.00 |
| 2025 Q1 | ADDED | 6,766 | +461 | +7.3% | 0.06% | $1.0M | $151.98 |
| 2024 Q4 | REDUCED | 6,305 | -47 | -0.7% | 0.05% | $854K | $135.45 |
| 2024 Q3 | ADDED | 6,352 | +24 | +0.4% | 0.06% | $884K | $139.13 |
| 2024 Q2 | ADDED | 6,328 | +3,246 | +105.3% | 0.05% | $776K | $122.61 |
| 2024 Q1 | ADDED | 3,082 | +766 | +33.1% | 0.04% | $496K | $160.79 |
| 2023 Q4 | REDUCED | 2,316 | -37 | -1.6% | 0.03% | $341K | $147.17 |
| 2023 Q3 | ADDED | 2,353 | +719 | +44.0% | 0.03% | $301K | $128.00 |
| 2023 Q2 | REDUCED | 1,634 | -451 | -21.6% | 0.02% | $242K | $147.83 |
As of 2025 Q4 — sorted by position size