Number of Shares
6,034.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
7.8%
Total Estimate Gain
$784,412.52
% of Total Estimate Gain
61.79%

MFS Prudent Investor Fund's Alphabet Inc Holding Summary

As of 2024-12-31, MFS SERIES TRUST XVI held 6,034.00 shares of Alphabet Inc(GOOGL), totaling $1.14 Mil. This investment constitutes 7.8% of their stock portfolio, and MFS SERIES TRUST XVI now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q3. And since then MFS Prudent Investor Fund has made 2 purchases of GOOGL, at an average price of $85.50, for a total of 14,847.00 shares. In addition, there have been 7 sales at an average price of $118.30 for 8,813.00 shares. Based on historical transaction data and GOOGL's current price of $167.59, MFS Prudent Investor Fund's estimated gain on his GOOGL holdings is $784,412.52, reflecting a 61.79% gain to date.

MFS Prudent Investor Fund GOOGL ($167.59) Holding Chart

MFS Prudent Investor Fund GOOGL ($167.59) 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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