MFS Mass Inv Trust-AMITTX

13F holders, Q4 2024 (December 31)
2holders
0new positions
0sold out
$35.84avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding MFS Mass Inv Trust-A (MITTX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($125K) and Coston, McIsaac & Partners ($18K).

Company
MFS Mass Inv Trust-A
CUSIP
575736103
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 409 shares bought, net +409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Fairfield Financial Advisors, LTD 0.04% Add +13.3% 3,485 $125K
Coston, McIsaac & Partners 0.01% No change 504 $18K

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