Aquila Investment Management’s MetLife MET Stock Holding History

Aquila Investment 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	$2.47M	Sell	30,000 -10,000	-25%	-$747K	2.75%	11
2024 Q2	$2.81M	Hold	40,000	–	–	2.63%	7
2024 Q1	$2.96M	Hold	40,000	–	–	2.53%	7
2023 Q4	$2.65M	Sell	40,000 -20,000	-33%	-$1.25M	2.29%	7
2023 Q3	$3.77M	Hold	60,000	–	–	3.48%	1
2023 Q2	$3.39M	Buy	60,000 +40,000	+200%	+$2.22M	2.77%	2
2023 Q1	$1.16M	Sell	20,000 -34,000	-63%	-$2.29M	0.96%	52
2022 Q4	$3.91M	Buy	54,000 +1,000	+2%	+$71.6K	3.03%	1
2022 Q3	$3.22M	Sell	53,000 -15,000	-22%	-$958K	2.41%	1
2022 Q2	$4.27M	Hold	68,000	–	–	3.03%	1
2022 Q1	$4.78M	Buy	68,000 +25,000	+58%	+$1.69M	2.71%	5
2021 Q4	$2.69M	Buy	+43,000	New	+$2.7M	1.3%	28

Other funds holding MET

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Aquila Investment Management's MET Position: Q3 2024 in Review

Aquila Investment Management reduced its MetLife (MET) stake by 25% in Q3 2024, selling an estimated $747K and leaving 30,000 shares worth $2.47M. The position accounts for 2.75% of the portfolio, ranked #11.

Aquila Investment Management first reported a position in MET in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.78M in Q1 2022. 1,318 funds tracked by Wall St. Rank hold MET as of Q3 2024.

Aquila Investment Management held 30,000 shares of MetLife worth $2.47M as of Q3 2024.
Aquila Investment Management sold 10,000 MetLife shares in Q3 2024, an estimated $747K.
MetLife made up 2.75% of Aquila Investment Management's portfolio in Q3 2024, its #11 holding.
Aquila Investment Management first reported a position in MetLife in Q4 2021 and has held it in 12 quarters since.
Aquila Investment Management's MetLife position peaked at $4.78M in Q1 2022.
1,318 funds tracked by Wall St. Rank held MetLife as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.