Number of Shares
396,549.00
Current Holdings Value*
$39.83 Mil
% of Portfolio
1.26%
Total Estimate Gain
$11.43 Mil
% of Total Estimate Gain
32.50%

MFS New Discovery Value Fund's Popular Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST XIII held 396,549.00 shares of Popular Inc(BPOP), totaling $39.83 Mil. This investment constitutes 1.26% of their stock portfolio, and MFS SERIES TRUST XIII now holds 0.57% of the outstanding Popular Inc(BPOP) stock.

The initial trade took place in 2024Q1. And since then MFS New Discovery Value Fund has made 4 purchases of BPOP, at an average price of $86.98, for a total of 404,446.00 shares. In addition, there have been 1 sales at an average price of $98.79 for 7,897.00 shares. Based on historical transaction data and BPOP's current price of $115.58, MFS New Discovery Value Fund's estimated gain on his BPOP holdings is $11.43 Mil, reflecting a 32.50% gain to date.

MFS New Discovery Value Fund BPOP ($115.58) Holding Chart

MFS New Discovery Value Fund BPOP ($115.58) 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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