Number of Shares
17,599.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
1.8%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
54.06%

MFS Blended Research Value Equity Fund's American Express Co Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 17,599.00 shares of American Express Co(AXP), totaling $5.30 Mil. This investment constitutes 1.8% of their stock portfolio, and MFS SERIES TRUST X now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2019Q4. And since then MFS Blended Research Value Equity Fund has made 9 purchases of AXP, at an average price of $149.19, for a total of 35,616.00 shares. In addition, there have been 7 sales at an average price of $157.26 for 18,017.00 shares. Based on historical transaction data and AXP's current price of $304.14, MFS Blended Research Value Equity Fund's estimated gain on his AXP holdings is $2.87 Mil, reflecting a 54.06% gain to date.

MFS Blended Research Value Equity Fund AXP ($304.14) Holding Chart

MFS Blended Research Value Equity Fund AXP ($304.14) 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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