Number of Shares
76,178.00
Current Holdings Value*
$7.51 Mil
% of Portfolio
1.92%
Total Estimate Gain
$5.33 Mil
% of Total Estimate Gain
56.73%

MFS Low Volatility Equity Fund's Walmart Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST I held 76,178.00 shares of Walmart Inc(WMT), totaling $7.51 Mil. This investment constitutes 1.92% of their stock portfolio, and MFS SERIES TRUST I now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2022Q1. And since then MFS Low Volatility Equity Fund has made 1 purchases of WMT, at an average price of $46.60, for a total of 201,609.00 shares. In addition, there have been 12 sales at an average price of $59.65 for 125,431.00 shares. Based on historical transaction data and WMT's current price of $95.09, MFS Low Volatility Equity Fund's estimated gain on his WMT holdings is $5.33 Mil, reflecting a 56.73% gain to date.

MFS Low Volatility Equity Fund WMT ($95.09) Holding Chart

MFS Low Volatility Equity Fund WMT ($95.09) 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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