MFS Emerg Growth I - MF

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / MF
Shares, excl. options Q3 2024
5.62K
Holdings value Q3 2024
$1.21M
Value change Q3 2024
-$687K
Grand Portfolio weight change Q3 2024
0%
Number of holders
4
Number of buys Q3 2024
0
Number of sells Q3 2024
-2
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 5.62K $1.21M -$687K $216.01 4
2024 Q2 8.83K $1.89M +$1.78M $214.08 5
2024 Q1 512 $102K -$282K $199.50 2
2023 Q4 2.16K $370K +$262K $171.92 3
2023 Q3 477 $76K -$11.3K $159.33 1
2023 Q2 548 $90K $0 $164.23 1
2023 Q1 548 $80K $0 $145.99 1
2022 Q4 548 $72K +$394 $131.39 1
2022 Q3 545 $70K +$70K $128.44 1
2022 Q1 0 $0 -$82K 0
2021 Q4 424 $82K +$82K $193.40 1
2019 Q3 0 $0 -$446K 0
2019 Q2 3.79K $446K -$24.6K $117.55 2
2019 Q1 4.01K $444K +$430K $110.81 3
2018 Q4 0 $0 -$439K 0
2018 Q3 3.82K $439K +$203K $114.95 2
2018 Q2 2.05K $219K $0 $106.73 1
2018 Q1 2.05K $206K +$206K $100.39 1
2016 Q3 0 $0 -$38.8M 0
2016 Q2 4.63K $38.8M +$38.4M $37,088.16 2
2016 Q1 4.4K $321K -$19K $72.89 1
2015 Q4 4.67K $346K -$8.11M $74.17 1
2015 Q3 119K $8.44M +$7.48M $70.58 2
2015 Q2 13.9K $971K -$1.43M $71.07 2
2015 Q1 32.5K $2.41M +$2.02M $74.05 2
2014 Q4 5.28K $378K +$1K $71.58 1
2014 Q3 5.27K $372K -$489K $70.63 1
2014 Q2 12.2K $857K +$214K $70.03 2
2014 Q1 9.19K $626K +$626K $68.18 1