MFS Mid Cap Growth Fund-IOTCIX

13F holders, Q2 2024 (June 30)
2holders −1
0new positions
1sold out
$31.04avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($502K) 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 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits1$1K

All 13F filers, Q1 2024 → Q2 2024: 34 shares sold, net −34 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 16,155 $502K
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.