Number of Shares
37,537.00
Current Holdings Value*
$1.73 Mil
% of Portfolio
0.44%
Total Estimate Gain
$640,585.68
% of Total Estimate Gain
18.20%

MFS Low Volatility Equity Fund's Bank of America Corp Holding Summary

As of 2025-02-28, MFS SERIES TRUST I held 37,537.00 shares of Bank of America Corp(BAC), totaling $1.73 Mil. This investment constitutes 0.44% of their stock portfolio, and MFS SERIES TRUST I now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2023Q4. And since then MFS Low Volatility Equity Fund has made 2 purchases of BAC, at an average price of $34.42, for a total of 102,238.00 shares. In addition, there have been 2 sales at an average price of $37.23 for 64,701.00 shares. Based on historical transaction data and BAC's current price of $46.66, MFS Low Volatility Equity Fund's estimated gain on his BAC holdings is $640,585.68, reflecting a 18.20% gain to date.

MFS Low Volatility Equity Fund BAC ($46.66) Holding Chart

MFS Low Volatility Equity Fund BAC ($46.66) 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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