Number of Shares
1.04 Mil
Current Holdings Value*
$21.49 Mil
% of Portfolio
0.68%
Total Estimate Gain
$-1.88 Mil
% of Total Estimate Gain
-8.55%

MFS New Discovery Value Fund's Urban Edge Properties Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 1.04 Mil shares of Urban Edge Properties(UE), totaling $21.49 Mil. This investment constitutes 0.68% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.83% of the outstanding Urban Edge Properties(UE) stock.

The initial trade took place in 2025Q1. And since then MFS New Discovery Value Fund has made 1 purchases of UE, at an average price of $21.05, for a total of 1.04 Mil shares. Based on historical transaction data and UE's current price of $19.25, MFS New Discovery Value Fund's estimated gain on his UE holdings is $-1.88 Mil, reflecting a -8.55% gain to date.

MFS New Discovery Value Fund UE ($19.25) Holding Chart

MFS New Discovery Value Fund UE ($19.25) 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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