Number of Shares
37,258.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
1.32%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
28.93%

MFS Blended Research Small Cap Equity Fund's Advanced Energy Industries Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 37,258.00 shares of Advanced Energy Industries Inc(AEIS), totaling $4.29 Mil. This investment constitutes 1.32% of their stock portfolio, and MFS SERIES TRUST X now holds 0.1% of the outstanding Advanced Energy Industries Inc(AEIS) stock.

The initial trade took place in 2021Q1. And since then MFS Blended Research Small Cap Equity Fund has made 6 purchases of AEIS, at an average price of $104.18, for a total of 46,330.00 shares. In addition, there have been 10 sales at an average price of $99.76 for 9,072.00 shares. Based on historical transaction data and AEIS's current price of $142.73, MFS Blended Research Small Cap Equity Fund's estimated gain on his AEIS holdings is $1.40 Mil, reflecting a 28.93% gain to date.

MFS Blended Research Small Cap Equity Fund AEIS ($142.73) Holding Chart

MFS Blended Research Small Cap Equity Fund AEIS ($142.73) 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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