Richard S. Fuld - Matrix Private Capital Group 13F Activity & Position Changes (Q2 2020)
According to the SEC 13F filed on Aug 14, 2026, the Matrix Private Capital Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2020. 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 Q2 2020, the filing reported:
New Buys - ARK Innovation ETF, Fastenal Company, Fair Isaac Corporation, SPDR Gold Trust, J.B. Hunt Transport Services, I, and 8 more
Increases - Apple Inc., Amazon.com, Inc., Broadcom Inc., Berkshire Hathaway Inc. New, CVS Health Corporation, and 49 more
Reductions - Allstate Corporation (The), American Tower Corporation (REI, ANSYS, Inc., Alibaba Group Holding Limited, Bristol-Myers Squibb Company, and 46 more
Complete Exits - AptarGroup, Inc., SPDR Bloomberg Emerging Markets, SPDR Portfolio Intermediate Ter, Vanguard Mortgage-Backed Securi, Vanguard Global ex-U.S. Real Es, and 1 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 |
|---|---|---|---|
|
Q2 2020
|
AAPL
Apple Inc.
|
Buy |
+102
|
|
Q2 2020
|
ALL
Allstate Corporation (The)
|
Sell |
-100
|
|
Q2 2020
|
AMT
American Tower Corporation (REI
|
Sell |
-32
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Buy |
+12
|
|
Q2 2020
|
ANSS
ANSYS, Inc.
|
Sell |
-370
|
|
Q2 2020
|
ARKK
ARK Innovation ETF
|
Buy - Position Entry |
+4,328
|
|
Q2 2020
|
ATR
AptarGroup, Inc.
|
Sell - Position Exit |
-2,139
|
|
Q2 2020
|
AVGO
Broadcom Inc.
|
Buy |
+48
|
|
Q2 2020
|
BABA
Alibaba Group Holding Limited
|
Sell |
-159
|
|
Q2 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-78
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+111
|
|
Q2 2020
|
BX
Blackstone Inc.
|
Sell |
-229
|
|
Q2 2020
|
CCI
Crown Castle Inc.
|
Sell |
-103
|
|
Q2 2020
|
CDW
CDW Corporation
|
Sell |
-211
|
|
Q2 2020
|
CI
The Cigna Group
|
Sell |
-27
|
|
Q2 2020
|
CVS
CVS Health Corporation
|
Buy |
+3,582
|
|
Q2 2020
|
CVX
Chevron Corporation
|
Buy |
+476
|
|
Q2 2020
|
CWB
SPDR Bloomberg Convertible Secu
|
Sell |
-760
|
|
Q2 2020
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+61
|
|
Q2 2020
|
DIS
Walt Disney Company (The)
|
Buy |
+28
|
|
Q2 2020
|
DVY
iShares Select Dividend ETF
|
Sell |
-5,783
|
|
Q2 2020
|
EBND
SPDR Bloomberg Emerging Markets
|
Sell - Position Exit |
-20
|
|
Q2 2020
|
EFA
iShares MSCI EAFE ETF
|
Buy |
+410
|
|
Q2 2020
|
EFAV
iShares MSCI EAFE Min Vol Facto
|
Sell |
-57
|
|
Q2 2020
|
EFV
iShares MSCI EAFE Value ETF
|
Buy |
+118
|
|
Q2 2020
|
EMLP
First Trust North American Ener
|
Sell |
-1,828
|
|
Q2 2020
|
EMR
Emerson Electric Company
|
Sell |
-43
|
|
Q2 2020
|
EPD
Enterprise Products Partners L.
|
Buy |
+268
|
|
Q2 2020
|
EQIX
Equinix, Inc.
|
Sell |
-47
|
|
Q2 2020
|
EW
Edwards Lifesciences Corporatio
|
Buy |
+4,777
|
Page 1 of 5