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  Sara Lee Corporation (SLE)
← All SLE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2003   Q2 0 0.00 Sell 100.00% 0.04 SEC
2003   Q1 1 0.04 $179,136.00 $195,000 SEC
2002   Q4 1 0.05 $216,096.00 $287,000 SEC
2002   Q3 1 0.05 $175,392.00 $234,000 SEC
2002   Q2 1 0.05 Reduce 50.00% 0.04 $198,048.00 $293,000 SEC
2002   Q1 2 0.07 Reduce 33.33% 0.03 $199,488.00 $453,000 SEC
2001   Q4 3 0.10 Add 50.00% 0.03 $213,408.00 $609,000 SEC
2001   Q3 2 0.07 $204,672.00 $371,000 SEC
2001   Q2 2 0.06 $181,536.00 $348,000 SEC
2001   Q1 2 0.09 Buy 0.09 $207,264.00 $447,000 SEC