Number of Shares
44,743.00
Current Holdings Value*
$24.04 Mil
% of Portfolio
2.06%
Total Estimate Gain
$9.27 Mil
% of Total Estimate Gain
47.72%

MFS Blended Research Mid Cap Equity Fund's Ameriprise Financial Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 44,743.00 shares of Ameriprise Financial Inc(AMP), totaling $24.04 Mil. This investment constitutes 2.06% of their stock portfolio, and MFS SERIES TRUST X now holds 0.05% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2019Q4. And since then MFS Blended Research Mid Cap Equity Fund has made 14 purchases of AMP, at an average price of $324.38, for a total of 59,859.00 shares. In addition, there have been 5 sales at an average price of $285.71 for 15,116.00 shares. Based on historical transaction data and AMP's current price of $544.55, MFS Blended Research Mid Cap Equity Fund's estimated gain on his AMP holdings is $9.27 Mil, reflecting a 47.72% gain to date.

MFS Blended Research Mid Cap Equity Fund AMP ($544.55) Holding Chart

MFS Blended Research Mid Cap Equity Fund AMP ($544.55) 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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