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Mfs mutual funds - shares owned by Sequent Asset Management

Quarter-by-quarter ownership of Mfs mutual funds - (MRGRX) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management investment in Mfs mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Mfs mutual funds - held by Sequent Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs mutual funds - by Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 4.4k 53.83
2023-12-31 $214k 4.4k 48.85

More positions owned by Sequent Asset Management

Fidelity Tr 500 Index Ins Prem MF (FXAIX)
Select Sector SPDR Tr Technolo Ui (XLK)
Schlumberger (SLB)
DFA US Small Cap Value MF (DFSVX)
SPDR S&P 500 Growth Ui (SPYG)
iShares Rus Mid Cap Growth ETF Ui (IWP)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
Fidelity Adv Advisor Intl Z MF (FIDZX)
iShares Min Vol USA ETF Ui (USMV)
Amazon (AMZN)
iShares S&P 500 Val ETF Ui (IVE)
SPDR S&P 500 ETF Tr Ui (SPY)
American Century ETF Tr US Sma Ui (AVUV)
Fidelity Quality Fctor ETF Ui (FQAL)

View all positions for Sequent Asset Management

Top funds holding Mfs mutual funds -

Sequent Asset Management
ORG Partners

View all funds holding Mfs mutual funds -