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 Health Management Assoc. (HMA)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2005 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.12 |
|
|
SEC |
| 2004 Q4 |
72,325 |
0.12 |
Buy
|
0.12 |
$22.72 |
$1,643,000 |
SEC |
| 2003 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.35 |
|
|
SEC |
| 2002 Q4 |
122,200 |
0.35 |
Buy
|
0.35 |
$17.90 |
$2,187,000 |
SEC |