MFS VALUE I - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
27,953
Holdings value
$1,490,190
% of all portfolios
0%
Number of holders
4
Number of buys
2
Number of sells
-4
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of MFS VALUE I - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 27,953 $1,490,190 -$778,761 $53.31 4
2025 Q2 43,033 $2,220,709 -$105,409 $51.62 5
2025 Q1 45,149 $2,278,457 +$494,877 $50.47 5
2024 Q4 35,421 $1,727,738 +$179,948 $48.79 5
2024 Q3 31,684 $1,718,809 +$396,152 $54.26 6
2024 Q2 24,932 $1,252,174 +$795,724 $50.25 6
2024 Q1 8,611 $443,968 -$130,530 $51.58 5
2023 Q4 11,729 $557,856 -$1,311,190 $47.61 7
2023 Q3 44,660 $2,134,927 +$1,387,399 $46.55 6
2023 Q2 16,046 $775,027 +$18,609 $48.35 5
2023 Q1 15,598 $736,031 -$38,308 $46.9 4
2022 Q4 16,391 $782,816 -$1,172 $47.77 4
2022 Q3 15,142 $677,000 +$143,821 $44.73 3
2022 Q2 11,916 $561,000 -$119,145 $47.08 2
2022 Q1 22,103 $1,160,000 -$9,629 $52.48 4
2021 Q4 22,288 $1,217,000 +$456,712 $54.52 5
2021 Q3 14,141 $729,000 -$8,244 $51.56 4
2021 Q2 14,301 $736,000 -$5,566,665 $51.55 4
2021 Q1 128,642 $6,282,000 -$5,111,046 $48.89 3
2020 Q4 241,999 $10,916,000 +$36,574 $45.11 4
2020 Q3 243,114 $9,875,000 +$609,348 $40.61 4
2020 Q2 227,879 $8,779,000 +$234,118 $38.53 3
2020 Q1 222,236 $7,528,000 +$2,749,168 $33.87 4
2019 Q4 137,991 $6,166,000 +$86,105 $44.68 5
2019 Q3 136,063 $5,771,000 -$322,549 $42.43 5
2019 Q2 143,669 $5,974,000 -$487,299 $41.59 5
2019 Q1 155,548 $6,229,000 +$1,166,097 $39.92 6
2018 Q4 109,131 $3,876,000 +$1,166,340 $35.52 6
2018 Q3 76,288 $3,129,000 +$1,037,110 $41.01 6
2018 Q2 50,325 $1,961,000 +$321,589 $38.96 5
2018 Q1 42,057 $1,659,000 -$396,398 $39.45 4
2017 Q4 52,122 $2,126,000 -$45,802 $40.78 3
2017 Q3 1,498,013 $2,140,122 +$131,553 $40.17 4
2017 Q2 51,439 $2,019,763 +$975,820 $39.26 4
2017 Q1 26,592 $1,005,949 +$24,155 $37.83 2
2016 Q4 25,954 $941,000 -$67,074 $36.26 1
2016 Q3 27,804 $989,000 -$761,513,161 $35.57 1
2016 Q2 47,288 $762,485,000 +$735,726,175 $17,452.48 2
2016 Q1 24,358 $818,000 +$25,880 $44.56 2
2015 Q4 24,330 $25,279,000 +$24,132,278 $55.56 3
2015 Q3 34,875 $1,135,000 -$15,131,941 $32.49 3
2015 Q2 485,674 $16,327,758 -$78,943,301 $34.35 2
2015 Q1 2,729,132 $95,957,000 +$78,197,545 $35.16 3
2014 Q4 505,109 $17,734,877 -$353,382 $35.12 2
2014 Q3 515,174 $17,634,656 +$386,174 $34.24 2
2014 Q2 503,823 $17,397,194 +$583,895 $34.53 4
2014 Q1 486,917 $16,330,758 +$297,195 $33.53 2