MFS Total Return Fund-IMTRIX
13F holders, Q4 2024 (December 31)1holders
1new positions
0sold out
$18.92avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding MFS Total Return Fund-I (MTRIX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Financial Gravity Companies, Inc. ($6K).
- Company
- MFS Total Return Fund-I
- CUSIP
- 552981805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q4 2024: 294 shares bought, net +294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Financial Gravity Companies, Inc. | 0.00% | New | 294 | $6K |
"% of holder's portfolio" is MTRIX's weight in each manager's 13F, not the share of MFS Total Return Fund-I the manager owns.