Advisory Research’s MetLife MET Stock Holding History

Advisory Research’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
2023 Q2	–	Sell	-117,408	Closed	-$6.8M	–	467
2023 Q1	$6.8M	Sell	117,408 -118,794	-50%	-$8.02M	1.12%	22
2022 Q4	$17.1M	Sell	236,202 -1,493	-0.6%	-$107K	1.61%	12
2022 Q3	$14.4M	Sell	237,695 -6,820	-3%	-$436K	1.41%	18
2022 Q2	$15.4M	Sell	244,515 -323	-0.1%	-$21.4K	1.5%	16
2022 Q1	$17.2M	Sell	244,838 -10,883	-4%	-$736K	1.38%	17
2021 Q4	$16M	Sell	255,721 -895	-0.3%	-$56.2K	1.26%	19
2021 Q3	$15.8M	Sell	256,616 -3,845	-1%	-$231K	1.02%	27
2021 Q2	$15.6M	Sell	260,461 -358	-0.1%	-$22.7K	1.03%	20
2021 Q1	$15.9M	Buy	260,819 +46,433	+22%	+$2.56M	1.12%	19
2020 Q4	$10.1M	Buy	+214,386	New	+$9.29M	0.74%	45
2014 Q2	–	Sell	-1,526	Closed	-$72K	–	537
2014 Q1	$72K	Buy	+1,526	New	+$70.1K	﹤0.01%	425

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Research's MET Position: Q2 2023 in Review

Advisory Research sold out of MetLife (MET) in Q2 2023, closing a stake of 117,408 shares — an estimated $6.8M sold.

Advisory Research first reported a position in MET in Q1 2014 and held it in 11 quarters. The position peaked at $17.2M in Q1 2022. 1,170 funds tracked by Wall St. Rank hold MET as of Q2 2023.

Advisory Research reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 117,408 MetLife shares in Q2 2023, an estimated $6.8M.
Advisory Research first reported a position in MetLife in Q1 2014 and held it in 11 quarters.
Advisory Research's MetLife position peaked at $17.2M in Q1 2022.
1,170 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.