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LGT Financial Advisors’s MSC Industrial Direct MSM Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-136
Closed -$13.2K – 834
2024
Q1 		$13.2K Hold
136
– – 0.02% 447
2023
Q4 		$13.8K Hold
136
– – 0.02% 427
2023
Q3 		$13.3K Buy
+136
New +$13.4K 0.02% 425

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

LGT Financial Advisors's MSM Position: Q2 2024 in Review

LGT Financial Advisors sold out of MSC Industrial Direct (MSM) in Q2 2024, closing a stake of 136 shares — an estimated $13.2K sold.

LGT Financial Advisors first reported a position in MSM in Q3 2023 and held it in 3 quarters. The position peaked at $13.8K in Q4 2023. 415 funds tracked by Wall St. Rank hold MSM as of Q2 2024.

  • LGT Financial Advisors reported no remaining MSC Industrial Direct position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 136 MSC Industrial Direct shares in Q2 2024, an estimated $13.2K.
  • LGT Financial Advisors first reported a position in MSC Industrial Direct in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's MSC Industrial Direct position peaked at $13.8K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.