Number of Shares
14,108.00
Current Holdings Value*
$629,220.00
% of Portfolio
1.46%
Total Estimate Gain
$-256,209.55
% of Total Estimate Gain
-18.74%

MFS New Discovery Value Portfolio's Portland General Electric Co Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST III held 14,108.00 shares of Portland General Electric Co(POR), totaling $629,220.00. This investment constitutes 1.46% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST III now holds 0.01% of the outstanding Portland General Electric Co(POR) stock.

The initial trade took place in 2019Q3. And since then MFS New Discovery Value Portfolio has made 11 purchases of POR, at an average price of $52.82, for a total of 25,885.00 shares. In addition, there have been 9 sales at an average price of $46.39 for 11,777.00 shares. Based on historical transaction data and POR's current price of $40.02, MFS New Discovery Value Portfolio's estimated gain on his POR holdings is $-256,209.55, reflecting a -18.74% gain to date.

MFS New Discovery Value Portfolio POR ($40.02) Holding Chart

MFS New Discovery Value Portfolio POR ($40.02) 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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