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David Katz's all historical holdings

Matrix Advisors Value Fund

David Katz all 13F holdings

Holdings history details

Positions ever held:
54
Currently held:
33
Sold out:
21
Across its SEC filing history, David Katz has reported positions in 54 different stocks that we track. 33 of them are present in the latest reported portfolio, while 21 stakes have been completely sold out. Pick any ticker to see the full trade history - every buy and sell reported across quarterly SEC filings.

How many stocks does David Katz currently hold?

According to the latest reported portfolio, David Katz holds 33 of the 54 tracked stocks it has ever reported. 21 historical stakes were sold out over time.

What is David Katz's largest holding?

David Katz's most valuable position is Alphabet Inc, CL-C (GOOG), with a market value of roughly $5.41M in the latest reported portfolio.

Which stock has David Katz held the longest?

Among the positions David Katz currently holds, the longest held is Thermo Fisher Scientific Inc (TMO), held for ~5 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
54 results
*
TICKER
currently held - the position is present in the latest reported portfolio
*
TICKER
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top