LI
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LRI Investments’s MSC Industrial Direct MSM Stock Holding History

LRI Investments’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
2026
Q2 		$9.04K Buy
76
+3
+4% +$319 ﹤0.01% 985
2026
Q1 		$6.74K Hold
73
– – ﹤0.01% 996
2025
Q4 		$6.14K Hold
73
– – ﹤0.01% 999
2025
Q3 		$6.73K Hold
73
– – ﹤0.01% 965
2025
Q2 		$6.21K Hold
73
– – ﹤0.01% 959
2025
Q1 		$5.67K Hold
73
– – ﹤0.01% 914
2024
Q4 		$5.45K Sell
73
-52
-42% -$4.29K ﹤0.01% 907
2024
Q3 		$10.7K Hold
125
– – ﹤0.01% 774
2024
Q2 		$9.91K Buy
125
+73
+140% +$6.48K ﹤0.01% 751
2024
Q1 		$5.05K Buy
+52
New +$5.1K ﹤0.01% 625

Other funds holding MSM

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return