M.D. Sass Holdings Report: Changes in Q3 Vs. Q4 2022 Holdings

According to the latest 13F filings, M.D. Sass Investors Services, Inc. has released its Q3 vs. Q4 2022 holdings comparison. The report shows changes in shares, values, and percentages of the company's holdings in various stocks. In this article, we will analyze and discuss the top companies that M.D. Sass Investors Services has invested in and the changes that have occurred from Q3 to Q4 2022.

One of the top companies that M.D. Sass Investors Services has invested in is API Group Corp. The Q3 vs. Q4 2022 comparison shows a decrease of 26.6% in the number of shares held. The value of the shares also decreased, from $32,872,000 to $41,619,000. VANGUARD INDEX FDS is another company that M.D. Sass Investors Services has a significant investment in, with a Q3 to Q4 increase of 69.7% in the number of shares held.

M.D. Sass Investors Services has also invested in Raytheon Technologies Corp and East West Bancorp Inc; however, there has been a significant decrease in the number of shares held of both companies in the Q4 2022 quarter compared to Q3 2022 quarter. There was a decrease of 5.1% and 4.6%, respectively, in the number of shares held of these companies. Similarly, the value of these shares also decreased.

In terms of the overall holdings of M.D. Sass Investors, the report shows no significant changes. The company held shares in 29 different companies both in Q3 and Q4. However, there were a few noteworthy changes in the value and percentage of shares held by the company.

The value of the shares held by M.D. Sass Investors Services increased by 2.9%, from $617,862,000 to $635,987,000. The percentage change was not significant, with only a 2.9% increase in value. ProShares TR, which was one of the companies in which M.D. Sass Investors Services had a decreased investment, reported a 5.1% decrease in the value of the shares held.

Conclusion

In conclusion, the 13F holdings report of M.D. Sass Investors Services, Inc. shows various changes in its holdings in Q3 vs. Q4 2022. The company has invested in various industries, and while some investments have reduced, some have increased. For instance, while the value of shares held by the company has increased, the value of some shares has decreased. The holdings report shows that M.D. Sass Investors Services has a well-diversified portfolio capable of maximizing returns while minimizing risks.