MFS Mid Cap Growth Fund LPLA Holdings History
MFS Mid Cap Growth Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-02-28, MFS SERIES TRUST IV held 867,275.00 shares of LPL Financial Holdings Inc(LPLA), totaling $322.40 Mil. This investment constitutes 2.19% of their stock portfolio, and MFS SERIES TRUST IV now holds 1.08% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q3. And since then MFS Mid Cap Growth Fund has made 6 purchases of LPLA, at an average price of $247.77, for a total of 954,068.00 shares. In addition, there have been 1 sales at an average price of $244.54 for 86,793.00 shares. Based on historical transaction data and LPLA's current price of $384.11, MFS Mid Cap Growth Fund's estimated gain on his LPLA holdings is $117.96 Mil, reflecting a 49.90% gain to date.
MFS Mid Cap Growth Fund LPLA ($384.11) Holding Chart
MFS Mid Cap Growth Fund LPLA ($384.11) 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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