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Wilmington Savings Fund Society’s MSC Industrial Direct MSM Stock Holding History

Wilmington Savings Fund Society’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
-98
Closed -$8.43K – 2136
2024
Q3 		$8.43K Buy
+98
New +$8.01K ﹤0.01% 1673

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Charles Schwab
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Boston Partners
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State Street
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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

Wilmington Savings Fund Society's MSM Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 98 shares — an estimated $8.43K sold.

Wilmington Savings Fund Society first reported a position in MSM in Q3 2024 and held it in 1 quarter. The position peaked at $8.43K in Q3 2024. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 98 MSC Industrial Direct shares in Q4 2024, an estimated $8.43K.
  • Wilmington Savings Fund Society first reported a position in MSC Industrial Direct in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's MSC Industrial Direct position peaked at $8.43K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.