MFS Diversified Income Fund SPG Holdings History
MFS Diversified Income Fund's Simon Property Group Inc Holding Summary
As of 2025-02-28, MFS SERIES TRUST XIII held 60,178.00 shares of Simon Property Group Inc(SPG), totaling $11.20 Mil. This investment constitutes 1.74% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.02% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2022Q1. And since then MFS Diversified Income Fund has made 4 purchases of SPG, at an average price of $149.13, for a total of 327,305.00 shares. In addition, there have been 5 sales at an average price of $114.33 for 267,127.00 shares. Based on historical transaction data and SPG's current price of $162.32, MFS Diversified Income Fund's estimated gain on his SPG holdings is $-8.50 Mil, reflecting a -17.41% gain to date.
MFS Diversified Income Fund SPG ($162.32) Holding Chart
MFS Diversified Income Fund SPG ($162.32) 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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