Dudley Capital Management’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,000
Closed -$62K 123
2024
Q1
$62K Hold
14,000
0.04% 114
2023
Q4
$57.3K Hold
14,000
0.04% 113
2023
Q3
$54.6K Hold
14,000
0.04% 102
2023
Q2
$57.1K Hold
14,000
0.04% 108
2023
Q1
$58.9K Hold
14,000
0.04% 120
2022
Q4
$58.5K Buy
+14,000
New +$59.6K 0.04% 120

Dudley Capital Management's MFV Position: Q2 2024 in Review

Dudley Capital Management sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 14,000 shares — an estimated $62K sold.

Dudley Capital Management first reported a position in MFV in Q4 2022 and held it in 6 quarters. The position peaked at $62K in Q1 2024. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

  • Dudley Capital Management reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
  • Dudley Capital Management sold 14,000 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $62K.
  • Dudley Capital Management first reported a position in MFS SPECIAL VALUE TRUST in Q4 2022 and held it in 6 quarters.
  • Dudley Capital Management's MFS SPECIAL VALUE TRUST position peaked at $62K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on Dudley Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.