9WM
MET icon

9258 Wealth Management’s MetLife MET Stock Holding History

9258 Wealth Management’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$672K Sell
8,151
-453
-5% -$33.8K 0.1% 167
2024
Q2 		$604K Sell
8,604
-203
-2% -$14.5K 0.09% 172
2024
Q1 		$653K Sell
8,807
-1
-0% -$70 0.1% 166
2023
Q4 		$582K Sell
8,808
-97
-1% -$6.07K 0.1% 162
2023
Q3 		$560K Sell
8,905
-347
-4% -$21.6K 0.11% 165
2023
Q2 		$523K Buy
9,252
+382
+4% +$21.2K 0.1% 179
2023
Q1 		$514K Sell
8,870
-152
-2% -$10.3K 0.1% 171
2022
Q4 		$653K Buy
9,022
+730
+9% +$52.3K 0.14% 137
2022
Q3 		$504K Buy
8,292
+150
+2% +$9.58K 0.13% 168
2022
Q2 		$511K Sell
8,142
-242
-3% -$16K 0.13% 169
2022
Q1 		$589K Sell
8,384
-353
-4% -$23.9K 0.14% 168
2021
Q4 		$546K Sell
8,737
-331
-4% -$20.8K 0.13% 181
2021
Q3 		$560K Buy
9,068
+127
+1% +$7.65K 0.15% 152
2021
Q2 		$535K Buy
8,941
+163
+2% +$10.3K 0.14% 158
2021
Q1 		$534K Buy
8,778
+86
+1% +$4.75K 0.16% 145
2020
Q4 		$408K Sell
8,692
-2,421
-22% -$105K 0.13% 174
2020
Q3 		$421K Sell
11,113
-546
-5% -$20.7K 0.16% 155
2020
Q2 		$426K Sell
11,659
-163
-1% -$5.67K 0.17% 152
2020
Q1 		$407K Buy
11,822
+19
+0.2% +$843 0.18% 146
2019
Q4 		$602K Buy
11,803
+1,246
+12% +$60.1K 0.22% 127
2019
Q3 		$498K Sell
10,557
-671
-6% -$32K 0.39% 85
2019
Q2 		$558K Sell
11,228
-5,974
-35% -$281K 0.45% 76
2019
Q1 		$732K Sell
17,202
-273
-2% -$12.1K 0.62% 52
2018
Q4 		$718K Buy
+17,475
New +$750K 0.69% 46

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

9258 Wealth Management's MET Position: Q3 2024 in Review

9258 Wealth Management reduced its MetLife (MET) stake by 5.3% in Q3 2024, selling an estimated $33.8K and leaving 8,151 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #167.

9258 Wealth Management first reported a position in MET in Q4 2018 and has held it in 24 quarters since. The position peaked at $732K in Q1 2019. 1,315 funds tracked by Wall St. Rank hold MET as of Q3 2024.

  • 9258 Wealth Management held 8,151 shares of MetLife worth $672K as of Q3 2024.
  • 9258 Wealth Management sold 453 MetLife shares in Q3 2024, an estimated $33.8K.
  • MetLife made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #167 holding.
  • 9258 Wealth Management first reported a position in MetLife in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's MetLife position peaked at $732K in Q1 2019.
  • 1,315 funds tracked by Wall St. Rank held MetLife as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.