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  MetLife Inc. (MET)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 0.68 SEC
2021   Q1 75,230 0.68 Reduce 82.69% 2.84 $60.79 $4,573,000 SEC
2020   Q4 434,531 3.44 Reduce 1.26% 0.04 $46.95 $20,401,000 SEC
2020   Q3 440,073 3.18 Reduce 7.48% 0.25 $37.17 $16,358,000 SEC
2020   Q2 475,674 3.33 Add 24.62% 0.66 $36.52 $17,372,000 SEC
2020   Q1 381,711 2.66 Reduce 5.48% 0.18 $30.57 $11,669,000 SEC
2019   Q4 403,852 3.36 Add 0.33% 0.01 $50.97 $20,584,000 SEC
2019   Q3 402,507 3.38 Reduce 0.85% 0.03 $47.16 $18,982,000 SEC
2019   Q2 405,967 3.64 Reduce 6.96% 0.22 $49.67 $20,164,000 SEC
2019   Q1 436,326 3.23 Add 0.80% 0.03 $42.57 $18,574,000 SEC
2018   Q4 432,849 3.35 Add 1.78% 0.06 $41.06 $17,773,000 SEC
2018   Q3 425,266 3.22 Add 1.14% 0.04 $46.72 $19,868,000 SEC
2018   Q2 420,463 3.07 Reduce 1.37% 0.04 $43.60 $18,332,000 SEC
2018   Q1 426,309 3.26 Reduce 0.65% 0.02 $45.89 $19,563,000 SEC
2017   Q4 429,094 3.46 Reduce 1.72% 0.06 $50.56 $21,695,000 SEC
2017   Q3 436,611 3.74 Add 1.28% 0.05 $51.95 $22,682,000 SEC
2017   Q2 431,074 4.06 Add 0.52% 0.02 $54.94 $23,683,000 SEC
2017   Q1 428,827 3.98 Reduce 3.62% 0.15 $52.82 $22,651,000 SEC
2016   Q4 444,926 4.06 Add 0.39% 0.02 $53.89 $23,977,000 SEC
2016   Q3 443,200 3.47 Add 9.92% 0.31 $44.43 $19,691,000 SEC
2016   Q2 403,195 3.13 Add 2.44% 0.07 $39.83 $16,059,000 SEC
2016   Q1 393,603 3.41 Add 3.71% 0.12 $43.94 $17,295,000 SEC
2015   Q4 379,505 3.55 Reduce 29.95% 1.10 $48.21 $18,296,000 SEC
2015   Q3 541,736 3.68 Add 0.08% <0.01 $47.15 $25,543,000 SEC
2015   Q2 541,277 3.81 Reduce 7.27% 0.25 $55.99 $30,306,000 SEC
2015   Q1 583,702 3.42 Add 5.30% 0.17 $50.55 $29,506,000 SEC
2014   Q4 554,300 3.39 Add 7.80% 0.25 $54.09 $29,982,000 SEC
2014   Q3 514,205 3.21 Reduce 1.91% 0.06 $53.72 $27,623,000 SEC
2014   Q2 524,243 3.31 Reduce 3.64% 0.13 $55.56 $29,127,000 SEC
2014   Q1 544,066 3.44 Reduce 1.85% 0.07 $52.80 $28,727,000 SEC
2013   Q4 554,297 3.63 Reduce 3.86% 0.14 $53.92 $29,888,000 SEC
2013   Q3 576,566 3.66 Reduce 5.09% 0.20 $46.95 $27,070,000 SEC
2013   Q2 607,519 3.88 Reduce 0.39% 0.01 $45.76 $27,800,000 SEC
2013   Q1 609,893 3.43 Reduce 1.86% 0.06 $38.02 $23,188,000 SEC
2012   Q4 621,448 3.36 Reduce 4.94% 0.17 $32.94 $20,470,000 SEC
2012   Q3 653,753 3.37 Reduce 5.72% 0.18 $34.46 $22,528,000 SEC
2012   Q2 693,407 3.09 Add 0.31% <0.01 $30.85 $21,392,000 SEC
2012   Q1 691,238 3.39 Add 2.58% 0.09 $37.35 $25,818,000 SEC
2011   Q4 673,863 3.01 Reduce 5.01% 0.15 $31.18 $21,011,000 SEC
2011   Q3 709,421 2.96 Add 71.72% 1.24 $28.01 $19,871,000 SEC
2011   Q2 413,135 2.12 Add 100.12% 1.06 $43.87 $18,124,000 SEC
2011   Q1 206,445 1.08 Add 26.28% 0.22 $44.73 $9,234,000 SEC
2010   Q4 163,480 0.92 Add 272.82% 0.67 $44.44 $7,265,000 SEC
2010   Q3 43,850 0.24 Add 1.34% <0.01 $38.45 $1,686,000 SEC
2010   Q2 43,270 0.21 Buy 0.21 $37.76 $1,634,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.51 SEC
2002   Q4 117,437 0.51 Add 29.78% 0.12 $27.04 $3,175,000 SEC
2002   Q3 90,487 0.43 Reduce 7.35% 0.04 $22.75 $2,059,000 SEC
2002   Q2 97,662 0.48 Add 20.52% 0.08 $28.80 $2,813,000 SEC
2002   Q1 81,032 0.40 Reduce 3.87% 0.02 $31.51 $2,553,000 SEC
2001   Q4 84,290 0.44 Add 0.38% <0.01 $31.68 $2,670,000 SEC
2001   Q3 83,970 0.49 Reduce 3.61% 0.02 $29.70 $2,494,000 SEC
2001   Q2 87,112 0.49 Add 25.12% 0.10 $30.98 $2,699,000 SEC
2001   Q1 69,625 0.40 Buy 0.40 $30.05 $2,092,000 SEC