Number of Shares
225,230.00
Current Holdings Value*
$84.55 Mil
% of Portfolio
6.05%
Total Estimate Gain
$106.25 Mil
% of Total Estimate Gain
159.90%

MFS Blended Research Core Equity Fund's Microsoft Corp Holding Summary

As of 2025-03-31, MFS SERIES TRUST XI held 225,230.00 shares of Microsoft Corp(MSFT), totaling $84.55 Mil. This investment constitutes 6.05% of their stock portfolio, and MFS SERIES TRUST XI now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then MFS Blended Research Core Equity Fund has made 4 purchases of MSFT, at an average price of $142.71, for a total of 465,593.00 shares. In addition, there have been 16 sales at an average price of $245.02 for 240,363.00 shares. Based on historical transaction data and MSFT's current price of $505.27, MFS Blended Research Core Equity Fund's estimated gain on his MSFT holdings is $106.25 Mil, reflecting a 159.90% gain to date.

MFS Blended Research Core Equity Fund MSFT ($505.27) Holding Chart

MFS Blended Research Core Equity Fund MSFT ($505.27) 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 %

Top Ranked Articles

  • 1