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MEIKX

MFS Value Fund Class R6
1W: -1.2% 1M: -4.6% 3M: -3.6% YTD: +3.5% 1Y: -1.1% 3Y: +33.7% 5Y: +32.1%
$52.35
+0.20 (+0.38%)
 
Weekly Expected Move ±1.2%
$51 $52 $52 $53 $53
ETF NASDAQ · AUM $48.6B

Institutional Ownership — MEIKX

3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
0
New Positions
1
Increased
2
Reduced
1
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 38,617 2M -954 -2.4% 8Q SEC ↗
2 Fulton Bank, N.A. 11,543 604K +509 +4.6% 9Q SEC ↗
3 Kohmann Bosshard Financial Services, L 0 0K -1,611 -100.0% 2Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
Kohmann Bosshard Financial Services 1,611 84K
Biggest Increases (1)
HolderAddedChange %Total Shares
Fulton Bank, N.A. +509 +4.6% 11,543
Biggest Decreases (1)
HolderReducedChange %Total Shares
Arvest Bank Trust Division -954 -2.4% 38,617

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