Number of Shares
1.58 Mil
Current Holdings Value*
$34.38 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-2.93 Mil
% of Total Estimate Gain
-9.57%

MFS New Discovery Fund's Independence Realty Trust Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST I held 1.58 Mil shares of Independence Realty Trust Inc(IRT), totaling $34.38 Mil. This investment constitutes 1.71% of their stock portfolio, and MFS SERIES TRUST I now holds 0.68% of the outstanding Independence Realty Trust Inc(IRT) stock.

The initial trade took place in 2024Q3. And since then MFS New Discovery Fund has made 3 purchases of IRT, at an average price of $19.40, for a total of 1.58 Mil shares. Based on historical transaction data and IRT's current price of $17.54, MFS New Discovery Fund's estimated gain on his IRT holdings is $-2.93 Mil, reflecting a -9.57% gain to date.

MFS New Discovery Fund IRT ($17.54) Holding Chart

MFS New Discovery Fund IRT ($17.54) 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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