MFS Mid Cap Growth Fund-IOTCIX

13F holders, Q1 2024 (March 31)
3holders
$31.91avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($516K), Tucker Asset Management LLC ($1K) and Coston, McIsaac & Partners ($0).

Company
MFS Mid Cap Growth Fund-I
CUSIP
552987877
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 4Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$1K
Exits0$0

Ownership 3 holders

NORTHSTAR ASSET MANAGEMENT Co 0.13% No change 16,155 $516K
Tucker Asset Management LLC 0.00% New 34 $1K
Coston, McIsaac & Partners 0.00% No change 26 $0

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