Sit Investment Associates Inc - Mar 31, 2025 SCHEDULE 13G Report for MFS CHARTER INCOME TRUST Common Stock (MCR)

Filing Manager
SIT INVESTMENT ASSOCIATES INC
Reporting Manager
Sit Investment Associates, Inc.
Security
MFS CHARTER INCOME TRUST Common Stock
Symbol
MCR
Shares outstanding
41.5M shares
Disclosed Ownership
2.45M shares
Ownership
5.9%
Form type
SCHEDULE 13G
Date filed
4/2/2025, 05:35 PM
Date of event
Mar 31, 2025
SEC
View on sec.gov

Reporting Managers (2)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Sit Investment Associates, Inc. 5.9% 2.45M 0 2.45M /s/ Paul E. Rasmussen Paul Rasmussen / Vice President
Sit Fixed Income Advisors II, LLC 5.9% 2.45M 0 2.45M /s/ Paul E. Rasmussen Paul Rasmussen / Vice President