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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