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David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Summit Bancorp (3075558Q)
← All 3075558Q superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q1 0 0.00 Sell 100.00% 0.34 SEC
2000   Q4 45,316 0.34 Add 34.15% 0.09 $38.20 $1,731,000 SEC
2000   Q3 33,781 0.28 Buy 0.28 $34.49 $1,165,000 SEC
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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