MFS Growth Fund-AMFEGX

13F holders, Q1 2024 (March 31)
4holders
$50.19avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding MFS Growth Fund-A (MFEGX) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($1.1M), Arvest Trust Co. N A ($396K) and Jackson Wealth Management, LLC ($244K).

Company
MFS Growth Fund-A
CUSIP
552985103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$1.1M
Exits1$94K

Ownership 4 holders

Ethos Financial Group, LLC 0.21% New 31,934 $1.1M
Arvest Trust Co. N A 0.02% No change 2,162 $396K
Jackson Wealth Management, LLC 0.03% No change 1,334 $244K
Coston, McIsaac & Partners 0.01% No change 144 $26K

"% of holder's portfolio" is MFEGX's weight in each manager's 13F, not the share of MFS Growth Fund-A the manager owns.