Richard S. Fuld - Matrix Private Capital Group 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, the Matrix Private Capital Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Broadcom Inc., CVS Health Corporation, Walt Disney Company (The), SPDR Bloomberg Emerging Markets, Intra-Cellular Therapies Inc., and 5 more
Increases - Apple Inc., Amarin Corporation plc, Amazon.com, Inc., Alibaba Group Holding Limited, Blackstone Inc., and 36 more
Reductions - iShares Core U.S. Aggregate Bon, Allstate Corporation (The), American Tower Corporation (REI, ANSYS, Inc., Bristol-Myers Squibb Company, and 53 more
Complete Exits - Ambev S.A., Aramark, ASE Technology Holding Co., Ltd, Bank of America Corporation, Booking Holdings Inc. Common St, and 41 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
AAPL
Apple Inc.
|
Buy |
+165
|
|
Q1 2020
|
ABEV
Ambev S.A.
|
Sell - Position Exit |
-23,547
|
|
Q1 2020
|
AGG
iShares Core U.S. Aggregate Bon
|
Sell |
-313
|
|
Q1 2020
|
ALL
Allstate Corporation (The)
|
Sell |
-684
|
|
Q1 2020
|
AMRN
Amarin Corporation plc
|
Buy |
+6,354
|
|
Q1 2020
|
AMT
American Tower Corporation (REI
|
Sell |
-38
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Buy |
+262
|
|
Q1 2020
|
ANSS
ANSYS, Inc.
|
Sell |
-45
|
|
Q1 2020
|
ARMK
Aramark
|
Sell - Position Exit |
-7,290
|
|
Q1 2020
|
ASX
ASE Technology Holding Co., Ltd
|
Sell - Position Exit |
-11,939
|
|
Q1 2020
|
AVGO
Broadcom Inc.
|
Buy - Position Entry |
+1,270
|
|
Q1 2020
|
BABA
Alibaba Group Holding Limited
|
Buy |
+267
|
|
Q1 2020
|
BAC
Bank of America Corporation
|
Sell - Position Exit |
-11,441
|
|
Q1 2020
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-231
|
|
Q1 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-1,469
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-823
|
|
Q1 2020
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell - Position Exit |
-3,348
|
|
Q1 2020
|
BX
Blackstone Inc.
|
Buy |
+372
|
|
Q1 2020
|
BXMT
Blackstone Mortgage Trust, Inc.
|
Sell - Position Exit |
-6,130
|
|
Q1 2020
|
C
Citigroup, Inc.
|
Sell - Position Exit |
-2,606
|
|
Q1 2020
|
CCI
Crown Castle Inc.
|
Sell |
-38
|
|
Q1 2020
|
CDW
CDW Corporation
|
Sell |
-136
|
|
Q1 2020
|
CI
The Cigna Group
|
Buy |
+12
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Sell - Position Exit |
-7,628
|
|
Q1 2020
|
COP
ConocoPhillips
|
Sell - Position Exit |
-3,176
|
|
Q1 2020
|
CPRT
Copart, Inc.
|
Sell - Position Exit |
-2,755
|
|
Q1 2020
|
CSL
Carlisle Companies Incorporated
|
Sell - Position Exit |
-1,587
|
|
Q1 2020
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+14,035
|
|
Q1 2020
|
CVX
Chevron Corporation
|
Sell |
-2,165
|
|
Q1 2020
|
CWB
SPDR Bloomberg Convertible Secu
|
Sell |
-519
|
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