David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for Summit Bancorp (3075558Q)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2001 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.28 |
|
|
SEC |
| 2000 Q3 |
33,781 |
0.28 |
Buy
|
0.28 |
$34.49 |
$1,165,000 |
SEC |