Vault-13

MFS RESEARCH A MFRFX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 552981102

1 institutional holders +1 vs Q4 2023
3,6493.6k shares reported held*
$214.6kreported value*
1 new 0 added 0 reduced 0 sold out net bought ≈ $214.6k (+3.6k 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 ≈ $58.80.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

001Q3 23: 1Q4 23: 0Q1 24: 11Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q3 20231
Q4 20230
Q1 20241

Buyers vs sellers

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

Bought or addedCut or sold out
101Q4 23: 0 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 0 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202301
Q1 202410

Biggest buyers

STEWART & PATTEN CO LLC New +3,649+3.6k

Biggest sellers

None

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STEWART & PATTEN CO LLC 0.03% of their portfolio LAFAYETTE, CA 3,6493.6k $214.6k $214.6k 0.03% New