McCarthy & Cox MFSG Holdings History

Number of Shares
1.81 Mil
Current Holdings Value*
$48.04 Mil
% of Portfolio
12.58%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
11.37%

McCarthy & Cox's MFS ACTIVE EXCHANG Holding Summary

As of 2025-06-30, McCarthy & Cox held 1.81 Mil shares of MFS ACTIVE EXCHANG(MFSG), totaling $48.04 Mil. This investment constitutes 12.58% of their stock portfolio, and McCarthy & Cox now holds 38.97% of the outstanding MFS ACTIVE EXCHANG(MFSG) stock.

The initial trade took place in 2024Q4. And since then McCarthy & Cox has made 3 purchases of MFSG, at an average price of $24.20, for a total of 1.81 Mil shares. Based on historical transaction data and MFSG's current price of $26.95, McCarthy & Cox's estimated gain on his MFSG holdings is $4.98 Mil, reflecting a 11.37% gain to date.

McCarthy & Cox MFSG ($26.95) Holding Chart

McCarthy & Cox MFSG ($26.95) 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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