Number of Shares
91,025.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
0.27%
Total Estimate Gain
$443,542.59
% of Total Estimate Gain
3.61%

MFS Blended Research Mid Cap Equity Fund's UGI Corp Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 91,025.00 shares of UGI Corp(UGI), totaling $3.11 Mil. This investment constitutes 0.27% of their stock portfolio, and MFS SERIES TRUST X now holds 0.04% of the outstanding UGI Corp(UGI) stock.

The initial trade took place in 2020Q3. And since then MFS Blended Research Mid Cap Equity Fund has made 12 purchases of UGI, at an average price of $30.93, for a total of 397,059.00 shares. In addition, there have been 6 sales at an average price of $30.77 for 306,034.00 shares. Based on historical transaction data and UGI's current price of $36.34, MFS Blended Research Mid Cap Equity Fund's estimated gain on his UGI holdings is $443,542.59, reflecting a 3.61% gain to date.

MFS Blended Research Mid Cap Equity Fund UGI ($36.34) Holding Chart

MFS Blended Research Mid Cap Equity Fund UGI ($36.34) 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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