Number of Shares
60,178.00
Current Holdings Value*
$11.20 Mil
% of Portfolio
1.74%
Total Estimate Gain
$-8.50 Mil
% of Total Estimate Gain
-17.41%

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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