Number of Shares
36,865.00
Current Holdings Value*
$11.49 Mil
% of Portfolio
1.79%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
12.11%

MFS Diversified Income Fund's Essex Property Trust Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 36,865.00 shares of Essex Property Trust Inc(ESS), totaling $11.49 Mil. This investment constitutes 1.79% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.06% of the outstanding Essex Property Trust Inc(ESS) stock.

The initial trade took place in 2022Q4. And since then MFS Diversified Income Fund has made 6 purchases of ESS, at an average price of $233.88, for a total of 95,359.00 shares. In addition, there have been 4 sales at an average price of $246.36 for 58,494.00 shares. Based on historical transaction data and ESS's current price of $287.37, MFS Diversified Income Fund's estimated gain on his ESS holdings is $2.70 Mil, reflecting a 12.11% gain to date.

MFS Diversified Income Fund ESS ($287.37) Holding Chart

MFS Diversified Income Fund ESS ($287.37) 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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