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Sign InMassachusetts Financial Services Co. (MFS) executed significant portfolio rebalancing during the fourth quarter, reducing exposure to key industrial and retail players. The firm cut its stake in Motorola Solutions (MSI) by 8.3%, leaving its current holding valued at approximately $65.65 million. More notably, MFS aggressively reduced its position in The Home Depot (HD) by 70.6% during the same period. These adjustments appear to be driven by institutional profit-taking and strategic reallocation rather than fundamental weakness. Despite the reduction, Motorola Solutions maintains a consensus 'Buy' rating with a target price of $502.50. While the scale of the Home Depot divestment is substantial, the overall market impact remains localized to institutional flow dynamics for these specific instruments.