David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Gartner Inc. - B (IT/B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2001   Q4 0 0.00 Sell 100.00% 0.78 SEC
2001   Q3 457,134 0.78 Reduce 1.30% 0.01 $8.70 $3,977,000 SEC
2001   Q2 463,159 0.78 Reduce 5.92% 0.04 $9.20 $4,261,000 SEC
2001   Q1 492,325 0.60 Reduce 35.10% 0.69 $6.30 $3,102,000 SEC
2000   Q3 758,550 1.98 Add 3.55% 0.07 $10.87 $8,249,000 SEC
2000   Q2 732,550 2.85 Add 31.64% 0.68 $9.88 $7,234,000 SEC
2000   Q1 556,500 2.81 Add 134.91% 1.61 $13.31 $7,408,000 SEC
1999   Q4 236,900 1.03 Buy 1.03 $13.25 $3,139,000 SEC