Number of Shares
191,676.00
Current Holdings Value*
$12.31 Mil
% of Portfolio
1.05%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
6.68%

MFS Blended Research Mid Cap Equity Fund's W.P. Carey Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 191,676.00 shares of W.P. Carey Inc(WPC), totaling $12.31 Mil. This investment constitutes 1.05% of their stock portfolio, and MFS SERIES TRUST X now holds 0.09% of the outstanding W.P. Carey Inc(WPC) stock.

The initial trade took place in 2020Q3. And since then MFS Blended Research Mid Cap Equity Fund has made 4 purchases of WPC, at an average price of $60.01, for a total of 256,326.00 shares. In addition, there have been 2 sales at an average price of $70.93 for 64,650.00 shares. Based on historical transaction data and WPC's current price of $61.69, MFS Blended Research Mid Cap Equity Fund's estimated gain on his WPC holdings is $1.03 Mil, reflecting a 6.68% gain to date.

MFS Blended Research Mid Cap Equity Fund WPC ($61.69) Holding Chart

MFS Blended Research Mid Cap Equity Fund WPC ($61.69) 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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