Jeff Yass’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
-30,531
Closed -$136K 13582
2024
Q1
$136K Buy
30,531
+207
+0.7% +$875 ﹤0.01% 10983
2023
Q4
$124K Buy
30,324
+19,844
+189% +$79K ﹤0.01% 11151
2023
Q3
$40.9K Buy
+10,480
New +$42.6K ﹤0.01% 11380
2019
Q2
Sell
-18,106
Closed -$100K 10986
2019
Q1
$100K Buy
18,106
+5,202
+40% +$28.1K ﹤0.01% 8248
2018
Q4
$64K Buy
+12,904
New +$69.6K ﹤0.01% 8396
2018
Q1
Sell
-16,731
Closed -$99K 10384
2017
Q4
$99K Buy
+16,731
New +$109K ﹤0.01% 8698

Jeff Yass's MFV Position: Q2 2024 in Review

Jeff Yass sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 30,531 shares — an estimated $136K sold.

Jeff Yass first reported a position in MFV in Q4 2017 and held it in 6 quarters. The position peaked at $136K in Q1 2024. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

  • Jeff Yass reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
  • Jeff Yass sold 30,531 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $136K.
  • Jeff Yass first reported a position in MFS SPECIAL VALUE TRUST in Q4 2017 and held it in 6 quarters.
  • Jeff Yass's MFS SPECIAL VALUE TRUST position peaked at $136K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.