M.D. Sass Investors Services, Inc. Options Holdings

M.D. Sass Investors Services, Inc.

  • $1.29 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$163 Million
300K
Q2 2024
Added 500.0%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $1.29 Billion
  • Prior Value $828 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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