Richard S. Fuld - Matrix Private Capital Group 13F Activity & Position Changes (Q4 2019)
As of Dec 31, 2019, 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 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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