MDSL
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M.D. Sass LLC’s Equitable Holdings EQH Stock Holding History

M.D. Sass LLC’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.31M Sell
112,423
-586,641
-84% -$32.9M 0.51% 25
2025
Q1 		$36.4M Buy
699,064
+155,196
+29% +$8.08M 3.21% 17
2024
Q4 		$25.7M Buy
+543,868
New +$25.7M 1.93% 23