MFS Value Series KKR Holdings History

Number of Shares
308,842.00
Current Holdings Value*
$35.71 Mil
% of Portfolio
1.42%
Total Estimate Gain
$20.61 Mil
% of Total Estimate Gain
75.33%

MFS Value Series's KKR & Co Inc Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 308,842.00 shares of KKR & Co Inc(KKR), totaling $35.71 Mil. This investment constitutes 1.42% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.03% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2021Q3. And since then MFS Value Series has made 6 purchases of KKR, at an average price of $76.98, for a total of 355,364.00 shares. In addition, there have been 7 sales at an average price of $81.36 for 46,522.00 shares. Based on historical transaction data and KKR's current price of $143.05, MFS Value Series's estimated gain on his KKR holdings is $20.61 Mil, reflecting a 75.33% gain to date.

MFS Value Series KKR ($143.05) Holding Chart

MFS Value Series KKR ($143.05) 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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