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  Name: GRIES FINANCIAL LLC
  City: CLEVELAND
  State: OH
  Zip: 44114
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $598,378,000
  Total Value Change : $143,279,000
  Securities Held Change : 60
   
All Securities Held : 274
  New Positions : 70
  Closed Positions : 13
  Increased Positions : 122
  Unchanged Positions : 11
  Decreased Positions : 71

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSA)1 Year Chart         PSA Public Storage Inc 279 Closed $272.39 $0 0 0% -2,020,000 -6,623 0    REIT - Industrial
   (MMM)1 Year Chart         MMM 3M Co 285 Closed $99.67 $0 0 0% -3,119,000 -28,533 0    Conglomerates
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc 278 Closed $202.47 $0 0 0% -219,000 -1,008 0    Machine Tools & Acces...
   (WOOF)1 Year Chart         WOOF Petco Health & Wellness Com... 284 Closed $3.58 $0 0 0% -99,000 -31,437 0    N/A
   (WEN)1 Year Chart         WEN Wendys International Inc 277 Closed $17.77 $0 0 0% -221,000 -11,320 0    Restaurants
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 283 Closed $2.75 $0 0 0% -108,000 -19,771 0    Broadcasting - Radio
   (SBUX)1 Year Chart         SBUX Starbucks Corp 276 Closed $78.87 $0 0 0% -265,000 -2,762 0    Specialty Eateries
   (GE)1 Year Chart         GE General Electric Co 282 Closed $167.33 $0 0 0% -234,000 -1,836 0    Conglomerates
   (VRSN)1 Year Chart         VRSN Verisign Inc 275 Closed $171.17 $0 0 0% -219,000 -1,062 0    Internet Software & S...
   (AGCO)1 Year Chart         AGCO AGCO Corporation 281 Closed $106.56 $0 0 0% -208,000 -1,711 0    Farm & Construction M...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 274 Closed $475.43 $0 0 0% -211,000 -354 0    Application Software
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 280 Closed $117.68 $0 0 0% -209,000 -2,016 0    Property & Casualty I...
   (JSPR)1 Year Chart         JSPR Jasper Therapeutics Ord Shs 273 Closed $15.12 $0 0 0% -19,000 -23,845 0    N/A

      13 Records Found
  1    
Page 1 of 1
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