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Lindbrook Capital’s MSC Industrial Direct MSM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$153K Buy
1,966
+1,784
+980% +$143K 0.01% 500
2024
Q4 		$13.6K Hold
182
– – ﹤0.01% 1485
2024
Q3 		$15.7K Sell
182
-3
-2% -$245 ﹤0.01% 1427
2024
Q2 		$14.7K Buy
185
+28
+18% +$2.49K ﹤0.01% 1416
2024
Q1 		$15.2K Buy
157
+34
+28% +$3.33K ﹤0.01% 1353
2023
Q4 		$12.5K Hold
123
– – ﹤0.01% 1427
2023
Q3 		$12.1K Buy
123
+11
+10% +$1.09K ﹤0.01% 1313
2023
Q2 		$10.7K Hold
112
– – ﹤0.01% 1423
2023
Q1 		$9.41K Hold
112
– – ﹤0.01% 1489
2022
Q4 		$9.15K Buy
112
+22
+24% +$1.79K ﹤0.01% 1477
2022
Q3 		$7K Sell
90
-17
-16% -$1.34K ﹤0.01% 1498
2022
Q2 		$8K Hold
107
– – ﹤0.01% 1352
2022
Q1 		$9K Hold
107
– – ﹤0.01% 1334
2021
Q4 		$9K Hold
107
– – ﹤0.01% 1313
2021
Q3 		$9K Hold
107
– – ﹤0.01% 1040
2021
Q2 		$10K Hold
107
– – ﹤0.01% 1058
2021
Q1 		$10K Hold
107
– – ﹤0.01% 1022
2020
Q4 		$9K Hold
107
– – ﹤0.01% 955
2020
Q3 		$7K Hold
107
– – ﹤0.01% 969
2020
Q2 		$8K Sell
107
-10
-9% -$645 ﹤0.01% 912
2020
Q1 		$6K Buy
117
+69
+144% +$4.54K ﹤0.01% 931
2019
Q4 		$4K Hold
48
– – ﹤0.01% 1158
2019
Q3 		$3K Buy
+48
New +$3.36K ﹤0.01% 1196

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Lindbrook Capital's MSM Position: Q1 2025 in Review

Lindbrook Capital increased its MSC Industrial Direct (MSM) stake by 980% in Q1 2025, buying an estimated $143K and bringing the position to 1,966 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #500.

Lindbrook Capital first reported a position in MSM in Q3 2019 and has held it in 23 quarters since. 383 funds tracked by Wall St. Rank hold MSM as of Q1 2025.

  • Lindbrook Capital held 1,966 shares of MSC Industrial Direct worth $153K as of Q1 2025.
  • Lindbrook Capital bought 1,784 MSC Industrial Direct shares in Q1 2025, an estimated $143K.
  • MSC Industrial Direct made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #500 holding.
  • Lindbrook Capital first reported a position in MSC Industrial Direct in Q3 2019 and has held it in 23 quarters since.
  • 383 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.