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Kapitalo Investimentos’s MSC Industrial Direct MSM Stock Holding History

Kapitalo Investimentos’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
2024
Q4 		– Sell
-2,433
Closed -$209K – 328
2024
Q3 		$209K Sell
2,433
-768
-24% -$62.8K 0.05% 149
2024
Q2 		$254K Sell
3,201
-2,770
-46% -$246K 0.08% 104
2024
Q1 		$579K Sell
5,971
-368
-6% -$36.1K 0.13% 68
2023
Q4 		$642K Sell
6,339
-2,341
-27% -$232K 0.13% 66
2023
Q3 		$852K Buy
8,680
+6,536
+305% +$645K 0.12% 52
2023
Q2 		$204K Buy
2,144
+1,188
+124% +$109K 0.04% 239
2023
Q1 		$80.3K Buy
+956
New +$79.2K 0.03% 380

Other funds holding MSM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kapitalo Investimentos's MSM Position: Q4 2024 in Review

Kapitalo Investimentos sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 2,433 shares — an estimated $209K sold.

Kapitalo Investimentos first reported a position in MSM in Q1 2023 and held it in 7 quarters. The position peaked at $852K in Q3 2023. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • Kapitalo Investimentos reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,433 MSC Industrial Direct shares in Q4 2024, an estimated $209K.
  • Kapitalo Investimentos first reported a position in MSC Industrial Direct in Q1 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's MSC Industrial Direct position peaked at $852K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.