Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / VALUE FD CL I
-
Total 13F shares
-
22,288
-
Share change
-
+8,147
-
Total reported value
-
$1,217,000
-
Price per share
-
$54.52
-
Number of holders
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5
-
Value change
-
+$456,713
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of MFS SER TR I - VALUE FD CL I as of Q4 2021
As of 31 Dec 2021 MFS SER TR I - VALUE FD CL I had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 22,288 shares of stock of the company.
Largest 5 holders included Barrett Asset Management, LLC, DIVIDEND ASSETS CAPITAL, LLC, Fulton Bank, N.A., MURPHY CAPITAL MANAGEMENT INC, and True Link Financial Advisors, LLC.
This table shows 5 institutional shareholders of the security as of 31 Dec 2021.
| 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.