MEIIX
MFS Value Fund Class I
1W: -1.2%
1M: -4.6%
3M: -3.6%
YTD: +3.5%
1Y: -1.0%
3Y: +16.7%
5Y: +6.9%
$52.85
+0.21 (+0.40%)
Weekly Expected Move ±1.1%
$51
$52
$53
$53
$54
Institutional Ownership — MEIIX
4
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
2
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 12,393 | 655K | -2 | -0.0% | 9Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 7,821 | 413K | -2,903 | -27.1% | 21Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 2,277 | 120K | +6 | +0.3% | 16Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 1,108 | 59K | +30 | +2.8% | 4Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 1,014 | 54K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | 0K | -329 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 1,014 | 54K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 329 | 17K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +30 | +2.8% | 1,108 |
| Coston, McIsaac & Partners | +6 | +0.3% | 2,277 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -2,903 | -27.1% | 7,821 |
| FIRST MERCHANTS CORP | -2 | -0.0% | 12,393 |