Richard S. Fuld - Matrix Private Capital Group 13F Activity & Position Changes (Q4 2019)
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 Dec 31, 2019. 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 Q4 2019, the filing reported:
New Buys - Apple Inc., Ambev S.A., iShares Core U.S. Aggregate Bon, Allstate Corporation (The), Amarin Corporation plc, and 180 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q4 2019
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+9,386
|
|
Q4 2019
|
ABEV
Ambev S.A.
|
Buy - Position Entry |
+23,547
|
|
Q4 2019
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy - Position Entry |
+4,962
|
|
Q4 2019
|
ALL
Allstate Corporation (The)
|
Buy - Position Entry |
+3,529
|
|
Q4 2019
|
AMRN
Amarin Corporation plc
|
Buy - Position Entry |
+50,678
|
|
Q4 2019
|
AMT
American Tower Corporation (REI
|
Buy - Position Entry |
+1,659
|
|
Q4 2019
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+143
|
|
Q4 2019
|
ANSS
ANSYS, Inc.
|
Buy - Position Entry |
+1,229
|
|
Q4 2019
|
ARMK
Aramark
|
Buy - Position Entry |
+7,290
|
|
Q4 2019
|
ASX
ASE Technology Holding Co., Ltd
|
Buy - Position Entry |
+11,939
|
|
Q4 2019
|
ATR
AptarGroup, Inc.
|
Buy - Position Entry |
+2,139
|
|
Q4 2019
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+1,995
|
|
Q4 2019
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+11,441
|
|
Q4 2019
|
BKNG
Booking Holdings Inc. Common St
|
Buy - Position Entry |
+231
|
|
Q4 2019
|
BMY
Bristol-Myers Squibb Company
|
Buy - Position Entry |
+5,838
|
|
Q4 2019
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+3,433
|
|
Q4 2019
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy - Position Entry |
+3,348
|
|
Q4 2019
|
BWX
SPDR Bloomberg International Tr
|
Buy - Position Entry |
+335
|
|
Q4 2019
|
BX
Blackstone Inc.
|
Buy - Position Entry |
+6,746
|
|
Q4 2019
|
BXMT
Blackstone Mortgage Trust, Inc.
|
Buy - Position Entry |
+6,130
|
|
Q4 2019
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+2,606
|
|
Q4 2019
|
CCI
Crown Castle Inc.
|
Buy - Position Entry |
+1,846
|
|
Q4 2019
|
CDW
CDW Corporation
|
Buy - Position Entry |
+3,155
|
|
Q4 2019
|
CI
The Cigna Group
|
Buy - Position Entry |
+1,412
|
|
Q4 2019
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+7,628
|
|
Q4 2019
|
COP
ConocoPhillips
|
Buy - Position Entry |
+3,176
|
|
Q4 2019
|
CPRT
Copart, Inc.
|
Buy - Position Entry |
+2,755
|
|
Q4 2019
|
CSL
Carlisle Companies Incorporated
|
Buy - Position Entry |
+1,587
|
|
Q4 2019
|
CVX
Chevron Corporation
|
Buy - Position Entry |
+25,174
|
|
Q4 2019
|
CWB
SPDR Bloomberg Convertible Secu
|
Buy - Position Entry |
+2,954
|
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