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  Johnson Controls Intl. plc (JCI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 1.67 SEC
2018   Q1 284,611 1.67 Add 0.30% <0.01 $35.24 $10,030,000 SEC
2017   Q4 283,753 1.72 Reduce 5.10% 0.10 $38.11 $10,814,000 SEC
2017   Q3 298,991 1.99 Reduce 0.96% 0.02 $40.29 $12,046,000 SEC
2017   Q2 301,888 2.24 Reduce 2.53% 0.06 $43.36 $13,090,000 SEC
2017   Q1 309,725 2.29 Add 4.47% 0.10 $42.12 $13,046,000 SEC
2016   Q4 296,484 2.07 Add 17.91% 0.31 $41.19 $12,212,000 SEC
2016   Q3 251,455 2.06 Buy 2.06 $46.53 $11,700,000 SEC