MFS Mass Inv Trust-IMITIX

13F holders, Q2 2024 (June 30)
2holders
$37.52avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding MFS Mass Inv Trust-I (MITIX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($338K) and ORG Partners LLC ($10K).

Company
MFS Mass Inv Trust-I
Filed as
MASSACHUSETTS INVS TR SH BEN INT I (Q2 2024)
CUSIP
575736400
Latest filing quarter
Q1 2026

History

Number of 13F holders

012 Q2 2024: 2Q2 2024Q1 2026: 1Q1 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions2$348K
Exits0$0

Ownership 2 holders

Silvercrest Asset Management Group LLC 0.00% New 9,015 $338K
ORG Partners LLC 0.00% New 258 $10K

"% of holder's portfolio" is MITIX's weight in each manager's 13F, not the share of MFS Mass Inv Trust-I the manager owns.