MFS Utilities Fund-AMMUFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$21.11avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding MFS Utilities Fund-A (MMUFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($53K) and ORG Partners LLC ($584).
- Company
- MFS Utilities Fund-A
- CUSIP
- 552986309
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $584 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 42 shares bought, net +42 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.01% | Add +0.6% | 2,512 | $53K |
| ORG Partners LLC | 0.00% | New | 27 | $584 |
"% of holder's portfolio" is MMUFX's weight in each manager's 13F, not the share of MFS Utilities Fund-A the manager owns.