MDSL
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M.D. Sass LLC’s Flex FLEX Stock Holding History

M.D. Sass LLC’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,565,295
Closed -$31.8M – 31
2023
Q3 		$31.8M Buy
1,565,295
+400,403
+34% +$8.14M 4.28% 9
2023
Q2 		$24.3M Buy
+1,164,892
New +$24.3M 3.22% 13