M.D. Sass Investors Services, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crown Holdings Inc with a value of $83.2M, Clean Harbors Inc with a value of $78.5M, Vanguard Index Fds S&P 500 ETF with a value of $77.7M, Marvell Technology, Inc. with a value of $76.4M, and A Pi Group Corp with a value of $76.3M.

Examining the 13F form we can see an decrease of $50.3M in the current position value, from $1.29B to 1.24B.

M.D. Sass Investors Services, Inc. is based out at New York, NY

Below you can find more details about M.D. Sass Investors Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
Industrials: $255 Million
Technology: $210 Million
ETFs: $163 Million
Healthcare: $160 Million
Real Estate: $134 Million
Consumer Cyclical: $91.2 Million
Basic Materials: $87.1 Million
Financial Services: $73.4 Million
Other: $70.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $1.24 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track M.D. Sass Investors Services, Inc. Portfolio

Follow M.D. Sass Investors Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M.D. Sass Investors Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M.D. Sass Investors Services, Inc. with notifications on news.