MFS VALUE I - NTF EQUITY FUNDS

Historical Holders from Q1 2014 to Q1 2025

CUSIP
552983694
Type / Class
Equity / NTF EQUITY FUNDS
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
35.4K
Holdings value
$1.73M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
5
Number of buys
3
Number of sells
-3
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of MFS VALUE I - NTF EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 14K $708K +$167K $50.47 2
2024 Q4 35.4K $1.73M +$180K $48.79 5
2024 Q3 31.7K $1.72M +$396K $54.26 6
2024 Q2 24.9K $1.25M +$796K $50.25 6
2024 Q1 8.61K $444K -$131K $51.58 5
2023 Q4 11.7K $558K -$1.31M $47.61 7
2023 Q3 44.7K $2.13M -$33.9K $46.55 6
2023 Q2 16K $775K +$18.6K $48.35 5
2023 Q1 15.6K $736K -$60.4K $46.90 4
2022 Q4 16.4K $783K -$1.17K $47.77 4
2022 Q3 15.1K $677K +$144K $44.73 3
2022 Q2 11.9K $561K -$119K $47.08 2
2022 Q1 22.1K $1.16M -$9.63K $52.48 4
2021 Q4 22.3K $1.22M +$457K $54.52 5
2021 Q3 14.1K $729K -$8.24K $51.56 4
2021 Q2 14.3K $736K -$5.57M $51.55 4
2021 Q1 129K $6.28M -$5.11M $48.89 3
2020 Q4 242K $10.9M +$45.6K $45.11 4
2020 Q3 243K $9.88M +$609K $40.61 4
2020 Q2 228K $8.78M +$234K $38.53 3
2020 Q1 222K $7.53M +$2.75M $33.87 4
2019 Q4 138K $6.17M +$86.1K $44.68 5
2019 Q3 136K $5.77M -$323K $42.43 5
2019 Q2 144K $5.97M -$487K $41.59 5
2019 Q1 156K $6.23M +$1.17M $39.92 6
2018 Q4 109K $3.88M +$1.17M $35.52 6
2018 Q3 76.3K $3.13M +$1.04M $41.01 6
2018 Q2 50.3K $1.96M +$326K $38.96 5
2018 Q1 42.1K $1.66M -$400K $39.42 4
2017 Q4 52.1K $2.13M +$12.3K $40.78 3
2017 Q3 51.8K $2.08M +$73.5K $40.18 3
2017 Q2 51.4K $2.02M +$976K $39.26 4
2017 Q1 26.6K $1.01M +$24.2K $37.83 2
2016 Q4 26K $941K -$67.1K $36.26 1
2016 Q3 27.8K $989K -$678K $35.57 1
2016 Q2 47.3K $1.65M +$38.6K $34.88 2
2016 Q1 24.3K $817K +$25.9K $33.57 1
2015 Q4 24.3K $802K -$364K $32.97 2
2015 Q3 34.9K $1.14M -$15.1M $32.49 3
2015 Q2 486K $16.3M -$78.9M $34.35 2
2015 Q1 2.73M $96M +$78.2M $35.16 3
2014 Q4 505K $17.7M -$353K $35.12 2
2014 Q3 515K $17.6M +$386K $34.24 2
2014 Q2 504K $17.4M +$584K $34.53 4
2014 Q1 487K $16.3M +$297K $33.53 2