Vault-13

MFS MASSACHUSETTS INVESTORS TR A MITTX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 575736103

2 institutional holders +0 vs Q1 2023
3,3443.3k shares reported held*
$118.7kreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* 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 ≈ $35.48.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 3Q1 23: 2Q2 23: 22Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20232
Q2 20232

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 22: 3 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 0 bought or addedQ2 23: 0 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202230
Q1 202300
Q2 202300

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.04% of their portfolio WELLESLEY, MA 2,7392.7k $97.7k $97.7k 0.04% Unchanged
2 Coston, McIsaac & Partners 0.01% of their portfolio BAR HARBOR, ME 605605 $21.0k $21.0k 0.01% Unchanged