Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
14,141
-
Shares change
-
-160
-
Total reported value, excl. options
-
$729,000
-
Value change
-
-$8,244
-
Number of sells
-
-1
-
Price
-
$51.56
Significant Holders of MFS VALUE I - EQUITY FUNDS as of Q3 2021
4 filings reported holding 552983694 - MFS VALUE I - EQUITY FUNDS as of Q3 2021.
MFS VALUE I - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,141 shares
.
Largest 4 shareholders include DIVIDEND ASSETS CAPITAL, LLC (6,036 shares), Fulton Bank, N.A. (4,090 shares), PROFESSIONAL ADVISORY SERVICES INC (3,882 shares), and True Link Financial Advisors, LLC (133 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.