David Katz - Matrix Asset Advisors
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)
← All MET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 0.68 $57.86–67.68 · VW $63.16i SEC
2021   Q1 75,230 0.68 Reduce 82.69% 2.84 $45.73–62.66 · VW $55.20i $4,573,000 SEC
2020   Q4 434,531 3.44 Reduce 1.26% 0.04 $35.90–48.89 · VW $43.17i $20,401,000 SEC
2020   Q3 440,073 3.18 Reduce 7.48% 0.25 $35.15–41.48 · VW $37.94i $16,358,000 SEC
2020   Q2 475,674 3.33 Add 24.62% 0.66 $26.82–43.02 · VW $35.43i $17,372,000 SEC
2020   Q1 381,711 2.66 Reduce 5.48% 0.18 $22.85–53.28 · VW $40.39i $11,669,000 SEC
2019   Q4 403,852 3.36 Add 0.33% 0.01 $43.67–51.60 · VW $48.43i $20,584,000 SEC
2019   Q3 402,507 3.38 Reduce 0.85% 0.03 $43.34–51.16 · VW $47.09i $18,982,000 SEC
2019   Q2 405,967 3.64 Reduce 6.96% 0.22 $42.74–50.40 · VW $46.97i $20,164,000 SEC
2019   Q1 436,326 3.23 Add 0.80% 0.03 $40.25–46.22 · VW $43.94i $18,574,000 SEC
2018   Q4 432,849 3.35 Add 1.78% 0.06 $37.76–48.26 · VW $42.79i $17,773,000 SEC
2018   Q3 425,266 3.22 Add 1.14% 0.04 $43.09–48.92 · VW $45.90i $19,868,000 SEC
2018   Q2 420,463 3.07 Reduce 1.37% 0.04 $43.51–48.70 · VW $45.93i $18,332,000 SEC
2018   Q1 426,309 3.26 Reduce 0.65% 0.02 $43.38–55.21 · VW $47.53i $19,563,000 SEC
2017   Q4 429,094 3.46 Reduce 1.72% 0.06 $50.51–55.91 · VW $52.79i $21,695,000 SEC
2017   Q3 436,611 3.74 Reduce 9.73% 0.40 $46.39–52.24 · VW $48.92i $22,682,000 SEC
2017   Q2 483,665 4.06 Add 0.52% 0.02 $44.18–50.17 · VW $46.66i $23,683,000 SEC
2017   Q1 481,144 3.98 Reduce 3.62% 0.15 $44.79–50.23 · VW $47.47i $22,651,000 SEC
2016   Q4 499,207 4.06 Add 0.39% 0.02 $39.22–51.77 · VW $45.43i $23,977,000 SEC
2016   Q3 497,270 3.47 Add 9.92% 0.31 $32.97–40.01 · VW $37.71i $19,691,000 SEC
2016   Q2 452,385 3.13 Add 2.44% 0.07 $32.24–41.97 · VW $38.23i $16,059,000 SEC
2016   Q1 441,623 3.41 Add 3.71% 0.12 $31.19–42.20 · VW $37.75i $17,295,000 SEC
2015   Q4 425,805 3.55 Reduce 29.95% 1.10 $40.60–46.75 · VW $44.11i $18,296,000 SEC
2015   Q3 607,828 3.68 Add 0.08% <0.01 $39.65–51.81 · VW $45.51i $25,543,000 SEC
2015   Q2 607,313 3.81 Reduce 7.27% 0.25 $44.49–51.90 · VW $47.36i $30,306,000 SEC
2015   Q1 654,914 3.42 Add 5.30% 0.17 $41.09–48.81 · VW $44.52i $29,506,000 SEC
2014   Q4 621,925 3.39 Add 7.80% 0.25 $41.13–50.81 · VW $47.41i $29,982,000 SEC
2014   Q3 576,938 3.21 Reduce 1.91% 0.06 $45.29–51.31 · VW $48.17i $27,623,000 SEC
2014   Q2 588,201 3.31 Reduce 3.64% 0.13 $43.45–50.69 · VW $46.70i $29,127,000 SEC
2014   Q1 610,442 3.44 Reduce 1.85% 0.07 $41.87–48.84 · VW $45.45i $28,727,000 SEC
2013   Q4 621,921 3.63 Reduce 3.86% 0.14 $40.78–48.41 · VW $44.89i $29,888,000 SEC
2013   Q3 646,907 3.66 Reduce 5.09% 0.20 $40.57–46.03 · VW $42.76i $27,070,000 SEC
2013   Q2 681,636 3.88 Reduce 0.39% 0.01 $31.42–41.14 · VW $37.20i $27,800,000 SEC
2013   Q1 684,300 3.43 Reduce 1.86% 0.06 $30.20–36.22 · VW $32.75i $23,188,000 SEC
2012   Q4 697,265 3.36 Reduce 4.94% 0.17 $27.23–33.34 · VW $30.25i $20,470,000 SEC
2012   Q3 733,511 3.37 Reduce 5.72% 0.18 $25.25–32.55 · VW $29.47i $22,528,000 SEC
2012   Q2 778,003 3.09 Add 0.31% <0.01 $24.60–34.13 · VW $28.63i $21,392,000 SEC
2012   Q1 775,569 3.39 Add 2.58% 0.09 $27.94–35.25 · VW $32.61i $25,818,000 SEC
2011   Q4 756,074 3.01 Reduce 5.01% 0.15 $22.83–33.33 · VW $28.49i $21,011,000 SEC
2011   Q3 795,970 2.96 Add 71.72% 1.24 $23.52–39.71 · VW $30.73i $19,871,000 SEC
2011   Q2 463,537 2.12 Add 100.12% 1.06 $34.88–41.98 · VW $39.17i $18,124,000 SEC
2011   Q1 231,631 1.08 Add 26.28% 0.23 $36.76–43.42 · VW $40.26i $9,234,000 SEC
2010   Q4 183,425 0.92 Add 272.82% 0.67 $33.27–40.19 · VW $36.15i $7,265,000 SEC
2010   Q3 49,200 0.24 Add 1.34% <0.01 $31.53–38.43 · VW $34.97i $1,686,000 SEC
2010   Q2 48,549 0.21 Buy 0.21 $32.51–42.56 · VW $37.09i $1,634,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.50 $20.95–26.38 · VW $23.51i SEC
2002   Q4 131,764 0.50 Add 29.78% 0.12 $18.36–25.89 · VW $22.70i $3,175,000 SEC
2002   Q3 101,526 0.43 Reduce 7.35% 0.04 $19.61–26.65 · VW $22.83i $2,059,000 SEC
2002   Q2 109,577 0.48 Add 20.52% 0.08 $24.67–31.06 · VW $28.45i $2,813,000 SEC
2002   Q1 90,918 0.40 Reduce 3.86% 0.02 $25.40–29.95 · VW $27.72i $2,553,000 SEC
2001   Q4 94,573 0.44 Add 0.38% <0.01 $22.01–28.52 · VW $25.32i $2,670,000 SEC
2001   Q3 94,214 0.49 Reduce 3.61% 0.02 $22.10–28.52 · VW $26.15i $2,494,000 SEC
2001   Q2 97,740 0.49 Add 25.12% 0.10 $25.13–28.98 · VW $27.10i $2,699,000 SEC
2001   Q1 78,119 0.40 Add 29.66% 0.09 $22.73–32.64 · VW $28.17i $2,092,000 SEC
2000   Q4 60,251 0.37 Buy 0.37 $20.83–32.53 · VW $28.18i $1,880,000 SEC
Price snapshot:
Current price$93.03
52-week low$66.82
52-week high$93.16