Vault-13

MFS INTL DIVERSIFICATION R6 MDIZX

EQUITY FUNDS · Fund of Funds · CUSIP 552743544

3 institutional holders +0 vs Q1 2023
178,750178.8k shares reported held*
$4.0mreported value*
1 new 0 added 2 reduced 1 sold out net sold ≈ $397.9k (-18.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.36.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 2Q4 22: 2Q1 23: 3Q2 23: 33Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20233
Q2 20233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 2 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 1 bought or addedQ2 23: 3 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202220
Q1 202311
Q2 202313

Biggest buyers

RE Dickinson Investment Advisors, LLC New +49+49

Biggest sellers

STALEY CAPITAL ADVISERS INC Sold out -15,676-15.7k
MOTCO Reduced -1,553-1.6k
DIVIDEND ASSETS CAPITAL, LLC Reduced -1,225-1.2k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MOTCO 0.26% of their portfolio SAN ANTONIO, TX 178,516178.5k $4.0m $4.0m 0.26% Reduced -1.6k -1,553
2 DIVIDEND ASSETS CAPITAL, LLC 0.00% of their portfolio Ridgeland, SC 185185 $4.0k $4.0k 0.00% Reduced -1.2k -1,225
3 RE Dickinson Investment Advisors, LLC 0.00% of their portfolio COUNCIL BLUFFS, IA 4949 $1.0k $1.0k 0.00% New