- Portfolio
- Activity
David Katz Holdings Activity
Matrix Advisors Value Fund Portfolio 13F
Matrix Advisors Value Fund has disclosed a total of 10 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).
What stocks is David Katz buying now?
In the recent quarter David Katz has purchased 5 securities: (TSN) TYSON FOODS INC-CL A (added shares +185.71%), (LOW) LOWE'S COS INC (new buy), (MDT) MEDTRONIC PLC (new buy), (PYPL) PAYPAL HOLDINGS INC (added shares +6.12%) and (FGXXX) FIRST AM GOV OBLIG-X (added shares +60.96%).
What does David Katz invest in?
David Katz's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (8.25%), (GOOG) ALPHABET INC-CL C (7.92%), (AAPL) APPLE INC (5.21%), (AMZN) AMAZONCOM INC (5.12%) and (META) META PLATFORMS INC-CLASS A (5.05%).
In the latest report(s) no changes have been made to any of these investments.
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.