MFS New Discovery Value Fund POR Holdings History
MFS New Discovery Value Fund's Portland General Electric Co Holding Summary
As of 2025-02-28, MFS SERIES TRUST XIII held 983,103.00 shares of Portland General Electric Co(POR), totaling $44.07 Mil. This investment constitutes 1.39% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.9% of the outstanding Portland General Electric Co(POR) stock.
The initial trade took place in 2022Q1. And since then MFS New Discovery Value Fund has made 5 purchases of POR, at an average price of $50.95, for a total of 1.39 Mil shares. In addition, there have been 8 sales at an average price of $48.48 for 402,663.00 shares. Based on historical transaction data and POR's current price of $40.21, MFS New Discovery Value Fund's estimated gain on his POR holdings is $-11.56 Mil, reflecting a -16.37% gain to date.
MFS New Discovery Value Fund POR ($40.21) Holding Chart
MFS New Discovery Value Fund POR ($40.21) 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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