Number of Shares
1.79 Mil
Current Holdings Value*
$42.84 Mil
% of Portfolio
1.35%
Total Estimate Gain
$-12.06 Mil
% of Total Estimate Gain
-21.43%

MFS New Discovery Value Fund's Pacific Premier Bancorp Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 1.79 Mil shares of Pacific Premier Bancorp Inc(PPBI), totaling $42.84 Mil. This investment constitutes 1.35% of their stock portfolio, and MFS SERIES TRUST XIII now holds 1.85% of the outstanding Pacific Premier Bancorp Inc(PPBI) stock.

The initial trade took place in 2022Q4. And since then MFS New Discovery Value Fund has made 6 purchases of PPBI, at an average price of $28.51, for a total of 1.97 Mil shares. In addition, there have been 4 sales at an average price of $25.17 for 180,583.00 shares. Based on historical transaction data and PPBI's current price of $22.12, MFS New Discovery Value Fund's estimated gain on his PPBI holdings is $-12.06 Mil, reflecting a -21.43% gain to date.

MFS New Discovery Value Fund PPBI ($22.12) Holding Chart

MFS New Discovery Value Fund PPBI ($22.12) 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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