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Mfs Value Fund R5 shares owned by Tucker Asset Management

Quarter-by-quarter ownership of Mfs Value Fund R5 (MEIKX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in Mfs Value Fund R5

Tip: Access up to 7 years of quarterly data

All positions including Mfs Value Fund R5 held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Value Fund R5 by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 487 47.26
2023-09-30 $21k 454 46.28

More positions owned by Tucker Asset Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Schwab Value Advantage M Schwab Non-sweep Mmf (SWVXX)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Value Advantage M Schwab Non-sweep Mmf (SNAXX)
NVIDIA Corporation (NVDA)
Us Treasury Bill24 Treasury Bills
Ishares Tr Intrm Gov Cr Etf (GVI)
Us Treasury Bill24 Treasury Bills

View all positions for Tucker Asset Management

Top funds holding Mfs Value Fund R5

Arvest Trust Co N A
Tucker Asset Management
Livelsberger Financial Advisory

View all funds holding Mfs Value Fund R5