MFS Value Fund MS Holdings History

Number of Shares
9.95 Mil
Current Holdings Value*
$1.32 Bil
% of Portfolio
2.29%
Total Estimate Gain
$451.39 Mil
% of Total Estimate Gain
33.15%

MFS Value Fund's Morgan Stanley Holding Summary

As of 2025-02-28, MFS SERIES TRUST I held 9.95 Mil shares of Morgan Stanley(MS), totaling $1.32 Bil. This investment constitutes 2.29% of their stock portfolio, and MFS SERIES TRUST I now holds 0.62% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2022Q1. And since then MFS Value Fund has made 2 purchases of MS, at an average price of $99.35, for a total of 13.71 Mil shares. In addition, there have been 11 sales at an average price of $100.86 for 3.76 Mil shares. Based on historical transaction data and MS's current price of $144.14, MFS Value Fund's estimated gain on his MS holdings is $451.39 Mil, reflecting a 33.15% gain to date.

MFS Value Fund MS ($144.14) Holding Chart

MFS Value Fund MS ($144.14) 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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