Azimuth Capital Management’s MSC Industrial Direct MSM Stock Holding History

Azimuth Capital Management’s Portfolio MSM Stock Details MSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$3.94M	Buy	46,280 +3,634	+9%	+$294K	0.17%	166
2021 Q4	$3.58M	Sell	42,646 -185	-0.4%	-$15.5K	0.14%	168
2021 Q3	$3.44M	Buy	42,831 +1,601	+4%	+$136K	0.15%	173
2021 Q2	$3.7M	Buy	41,230 +2,805	+7%	+$256K	0.16%	174
2021 Q1	$3.47M	Buy	38,425 +1,680	+5%	+$143K	0.16%	172
2020 Q4	$3.1M	Buy	36,745 +9,260	+34%	+$715K	0.15%	171
2020 Q3	$1.74M	Buy	27,485 +985	+4%	+$65.3K	0.1%	176
2020 Q2	$1.93M	Buy	26,500 +350	+1%	+$22.6K	0.12%	171
2020 Q1	$1.44M	Buy	+26,150	New	+$1.72M	0.11%	181

Other funds holding MSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Azimuth Capital Management's MSM Position: Q1 2022 in Review

Azimuth Capital Management increased its MSC Industrial Direct (MSM) stake by 8.5% in Q1 2022, buying an estimated $294K and bringing the position to 46,280 shares worth $3.94M. The position accounts for 0.17% of the portfolio, ranked #166.

Azimuth Capital Management first reported a position in MSM in Q1 2020 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold MSM as of Q1 2022.

Azimuth Capital Management held 46,280 shares of MSC Industrial Direct worth $3.94M as of Q1 2022.
Azimuth Capital Management bought 3,634 MSC Industrial Direct shares in Q1 2022, an estimated $294K.
MSC Industrial Direct made up 0.17% of Azimuth Capital Management's portfolio in Q1 2022, its #166 holding.
Azimuth Capital Management first reported a position in MSC Industrial Direct in Q1 2020 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.