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  The AES Corp. (AES)
← All AES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q3 0 0.00 Sell 100.00% 0.04 $12.00–44.50 · VW $26.68i SEC
2001   Q2 4,944 0.04 $43.08 $213,000 SEC
2001   Q1 4,944 0.05 $49.96 $247,000 SEC
2000   Q4 4,944 0.05 $55.42 $274,000 SEC
2000   Q3 4,944 0.08 $68.57 $339,000 SEC
2000   Q2 4,944 0.09 Buy 0.09 $35.56–49.63 · VW $42.95i $226,000 SEC
Price snapshot:
Current price$14.76
52-week low$11.81
52-week high$17.44