David Katz Purchases and Sells in Q3 2024

Matrix Asset Advisors Inc

  • $882 Million
  • Q3 2024

Top Buys

Incresed Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
30.8K
+ 11.08%
$76.84 - $91.03 $2.36M - $2.8M
308K $27.8M
18.5K
+ 9.65%
$72.51 - $98.6 $1.34M - $1.82M
210K $20.5M
2.18K
+ 1.57%
$207.23 - $234.82 $451K - $511K
141K $32.7M
386
+ 0.07%
$44.74 - $53.22 $17.3K - $20.5K
574K $30.6M
1
+ 0.0%
$333.64 - $405.2 $334 - $405
46K $18.6M
9.65K
+ 37.6%
$221.47 - $242.41 $2.14M - $2.34M
35.3K $8.51M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
2.7K
New
$137.77 - $166.14 $372K - $448K
2.7K $405K
1.77K
New
$150.05 - $171.34 $265K - $302K
1.77K $294K
1.12K
New
$175.1 - $223.38 $197K - $251K
1.12K $248K
833
New
$191.76 - $263.26 $160K - $219K
833 $217K
400
New
$441.32 - $516.47 $177K - $207K
400 $202K
TE CONNECTIVITY PLC
93.7K
New
N/A
93.7K $0
View all

Top Sells

Reduced Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
-44K
- 30.28%
$163.84 - $199.33 $7.21M - $8.77M
101K $20M
-289K
- 85.97%
$9.98 - $11.95 $2.88M - $3.45M
47.1K $500K
-391
- 0.28%
$395.15 - $467.56 $155K - $183K
141K $60.8M
-14.3K
- 7.88%
$194.9 - $224.8 $2.78M - $3.21M
167K $35.2M
-1.03K
- 0.84%
$161.02 - $200.0 $165K - $205K
121K $22.6M
-11.4K
- 61.42%
$55.81 - $63.18 $636K - $720K
7.16K $449K
View all
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
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