MFS Value Fund-IMEIIX
13F holders, Q1 2024 (March 31)4holders
$51.56avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding MFS Value Fund-I (MEIIX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($315K), Coston, McIsaac & Partners ($118K) and PSI Advisors, LLC ($5K).
- Company
- MFS Value Fund-I
- CUSIP
- 552983694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 3 | $61K |
Ownership 4 holders
| Fulton Bank, N.A. | 0.01% | No change | 6,106 | $315K |
| Coston, McIsaac & Partners | 0.04% | Add +0.4% | 2,292 | $118K |
| PSI Advisors, LLC | 0.00% | Reduce -94.4% | 88 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 54 | $3K |
"% of holder's portfolio" is MEIIX's weight in each manager's 13F, not the share of MFS Value Fund-I the manager owns.