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MEIKX

MFS Value Fund Class R6
1W: -1.2% 1M: -7.1% 3M: -2.0% YTD: -2.1% 1Y: +0.5% 3Y: +31.8% 5Y: +38.8%
$50.35
+0.15 (+0.30%)
 
Weekly Expected Move ±1.6%
$48 $48 $49 $50 $51
ETF NASDAQ · AUM $56.3B

Institutional Ownership — MEIKX

3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (3 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Arvest Bank Trust Division 41,274 $2M +533 +1.3% 6Q SEC ↗
2 FULTON BANK, N.A. 11,843 $596K +440 +3.9% 7Q SEC ↗
3 Kohmann Bosshard Financial Services, L NEW 225 $11K +0.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Kohmann Bosshard Financial Services 225 $11K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (2)
HolderAddedChange %Total Shares
Arvest Bank Trust Division +533 +1.3% 41,274
FULTON BANK, N.A. +440 +3.9% 11,843
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms