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Mattson Financial Services’s MSC Industrial Direct MSM Stock Holding History

Mattson Financial Services’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
-31
Closed -$2.46K – 369
2024
Q3 		$2.46K Hold
31
– – ﹤0.01% 235
2024
Q2 		$2.46K Buy
+31
New +$2.75K ﹤0.01% 235

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American Century Companies
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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

Mattson Financial Services's MSM Position: Q4 2024 in Review

Mattson Financial Services sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 31 shares — an estimated $2.46K sold.

Mattson Financial Services first reported a position in MSM in Q2 2024 and held it in 2 quarters. The position peaked at $2.46K in Q3 2024. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • Mattson Financial Services reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 31 MSC Industrial Direct shares in Q4 2024, an estimated $2.46K.
  • Mattson Financial Services first reported a position in MSC Industrial Direct in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's MSC Industrial Direct position peaked at $2.46K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.