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  Emerson Electric (EMR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 0.28 SEC
2015   Q2 40,290 0.28 Add 45.33% 0.09 $55.42 $2,233,000 SEC
2015   Q1 27,723 0.18 Buy 0.18 $56.63 $1,570,000 SEC
2013   Q4 0 0.00 Sell 100.00% 3.09 SEC
2013   Q3 353,588 3.09 Reduce 9.10% 0.27 $64.70 $22,877,000 SEC
2013   Q2 389,005 2.96 Add 14.45% 0.37 $54.54 $21,216,000 SEC
2013   Q1 339,901 2.81 Add 2.66% 0.07 $55.87 $18,990,000 SEC
2012   Q4 331,081 2.88 Add 4.10% 0.11 $52.96 $17,534,000 SEC
2012   Q3 318,051 2.30 Add 9.69% 0.20 $48.27 $15,352,000 SEC
2012   Q2 289,961 1.95 Add 2,557.75% 1.88 $46.58 $13,506,000 SEC
2012   Q1 10,910 0.07 Buy 0.07 $52.15 $569,000 SEC