MFS MIDCAP VALUE R6 - Mutual Funds

Historical Portfolio Holders from Q3 2021 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / Mutual Funds
Shares, excl. options Q3 2024
453K
Holdings value Q3 2024
$16.3M
Value change Q3 2024
+$727K
Grand Portfolio weight change Q3 2024
+0%
Number of holders
1
Number of buys Q3 2024
1
Number of sells Q3 2024
0
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 453K $16.3M +$727K $35.96 1
2024 Q2 433K $14.2M +$14.2M $32.70 1
2024 Q1 0 $0 -$263K 0
2023 Q4 8.53K $263K +$263K $30.79 1
2022 Q1 0 $0 -$379K 0
2021 Q4 11.7K $379K +$309K $32.41 1
2021 Q3 2.16K $68K +$68K $31.42 1