KWILP
MSM icon

Kiwi Wealth Investments Limited Partnership’s MSC Industrial Direct MSM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020
Q3 		– Sell
-11,693
Closed -$851K – 258
2020
Q2 		$851K Buy
+11,693
New +$754K 0.07% 188

Other funds holding MSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MSM Position: Q3 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of MSC Industrial Direct (MSM) in Q3 2020, closing a stake of 11,693 shares — an estimated $851K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MSM in Q2 2020 and held it in 1 quarter. The position peaked at $851K in Q2 2020. 331 funds tracked by Wall St. Rank hold MSM as of Q3 2020.

  • Kiwi Wealth Investments Limited Partnership reported no remaining MSC Industrial Direct position as of Q3 2020 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 11,693 MSC Industrial Direct shares in Q3 2020, an estimated $851K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in MSC Industrial Direct in Q2 2020 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's MSC Industrial Direct position peaked at $851K in Q2 2020.
  • 331 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2020, filed 16 Nov 2020.