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Coppell Advisory Solutions’s MSC Industrial Direct MSM Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$1.59K Buy
+16
New +$1.58K ﹤0.01% 1335
2023
Q3 		– Sell
-13
Closed -$1.23K – 1424
2023
Q2 		$1.23K Buy
+13
New +$1.19K ﹤0.01% 1099

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coppell Advisory Solutions's MSM Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in MSC Industrial Direct (MSM) in Q4 2023: 16 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MSM as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in MSM in Q2 2023 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold MSM as of Q4 2023.

  • Coppell Advisory Solutions held 16 shares of MSC Industrial Direct worth $1.59K as of Q4 2023.
  • MSC Industrial Direct was a new Coppell Advisory Solutions position in Q4 2023.
  • MSC Industrial Direct made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1335 holding.
  • Coppell Advisory Solutions first reported a position in MSC Industrial Direct in Q2 2023 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.