Number of Shares
417,260.00
Current Holdings Value*
$92.69 Mil
% of Portfolio
6.63%
Total Estimate Gain
$97.22 Mil
% of Total Estimate Gain
167.54%

MFS Blended Research Core Equity Fund's Apple Inc Holding Summary

As of 2025-03-31, MFS SERIES TRUST XI held 417,260.00 shares of Apple Inc(AAPL), totaling $92.69 Mil. This investment constitutes 6.63% of their stock portfolio, and MFS SERIES TRUST XI now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then MFS Blended Research Core Equity Fund has made 9 purchases of AAPL, at an average price of $62.67, for a total of 925,871.00 shares. In addition, there have been 11 sales at an average price of $129.34 for 508,611.00 shares. Based on historical transaction data and AAPL's current price of $214.40, MFS Blended Research Core Equity Fund's estimated gain on his AAPL holdings is $97.22 Mil, reflecting a 167.54% gain to date.

MFS Blended Research Core Equity Fund AAPL ($214.40) Holding Chart

MFS Blended Research Core Equity Fund AAPL ($214.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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