Number of Shares
100,087.00
Current Holdings Value*
$13.63 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-8.81 Mil
% of Total Estimate Gain
-28.29%

MFS Diversified Income Fund's Sun Communities Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 100,087.00 shares of Sun Communities Inc(SUI), totaling $13.63 Mil. This investment constitutes 2.12% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.08% of the outstanding Sun Communities Inc(SUI) stock.

The initial trade took place in 2022Q1. And since then MFS Diversified Income Fund has made 4 purchases of SUI, at an average price of $181.61, for a total of 171,447.00 shares. In addition, there have been 9 sales at an average price of $138.16 for 71,360.00 shares. Based on historical transaction data and SUI's current price of $124.58, MFS Diversified Income Fund's estimated gain on his SUI holdings is $-8.81 Mil, reflecting a -28.29% gain to date.

MFS Diversified Income Fund SUI ($124.58) Holding Chart

MFS Diversified Income Fund SUI ($124.58) 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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