MFS Growth Fund-IMFEIX

13F holders, Q2 2024 (June 30)
5holders +4
4new positions
0sold out
$214.05avg. 13F price*

At the end of Q2 2024, 5 institutions reported holding MFS Growth Fund-I (MFEIX) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($680K), First Merchants Corp. ($651K) and Sequent Asset Management, LLC ($323K).

Company
MFS Growth Fund-I
Filed as
MFS Emerg Growth I (Q2 2024)
CUSIP
552985863
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 1Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$1.8M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 8,462 shares bought and 127 shares sold, net +8,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

RiverFront Investment Group, LLC 0.02% New 3,178 $680K
First Merchants Corp. 0.03% New 3,042 $651K
Sequent Asset Management, LLC 0.16% New 1,508 $323K
Spirit of America Management Corp. 0.03% New 734 $157K
Coston, McIsaac & Partners 0.02% Reduce -25.8% 366 $78K

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