Number of Shares
1.49 Mil
Current Holdings Value*
$39.99 Mil
% of Portfolio
1.26%
Total Estimate Gain
$-3.92 Mil
% of Total Estimate Gain
-6.99%

MFS New Discovery Value Fund's First Hawaiian Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 1.49 Mil shares of First Hawaiian Inc(FHB), totaling $39.99 Mil. This investment constitutes 1.26% of their stock portfolio, and MFS SERIES TRUST XIII now holds 1.18% of the outstanding First Hawaiian Inc(FHB) stock.

The initial trade took place in 2022Q1. And since then MFS New Discovery Value Fund has made 5 purchases of FHB, at an average price of $27.42, for a total of 2.05 Mil shares. In addition, there have been 8 sales at an average price of $25.42 for 559,957.00 shares. Based on historical transaction data and FHB's current price of $25.53, MFS New Discovery Value Fund's estimated gain on his FHB holdings is $-3.92 Mil, reflecting a -6.99% gain to date.

MFS New Discovery Value Fund FHB ($25.53) Holding Chart

MFS New Discovery Value Fund FHB ($25.53) 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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