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Baystate Wealth Management’s MetLife MET Stock Holding History

Baystate 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
2023
Q4 		$913K Buy
13,802
+114
+0.8% +$7.13K 0.07% 101
2023
Q3 		$861K Buy
13,688
+68
+0.5% +$4.24K 0.07% 96
2023
Q2 		$770K Buy
13,620
+209
+2% +$11.6K 0.06% 104
2023
Q1 		$777K Buy
13,411
+106
+0.8% +$7.15K 0.07% 104
2022
Q4 		$963K Buy
13,305
+91
+0.7% +$6.52K 0.09% 101
2022
Q3 		$803K Sell
13,214
-12
-0.1% -$767 0.08% 93
2022
Q2 		$830K Buy
13,226
+103
+0.8% +$6.82K 0.08% 92
2022
Q1 		$922K Sell
13,123
-2
-0% -$135 0.08% 83
2021
Q4 		$820K Buy
13,125
+207
+2% +$13K 0.07% 88
2021
Q3 		$797K Buy
12,918
+169
+1% +$10.2K 0.08% 83
2021
Q2 		$763K Buy
12,749
+318
+3% +$20.2K 0.08% 79
2021
Q1 		$756K Buy
12,431
+12,244
+6,548% +$676K 0.08% 73
2020
Q4 		$9K Buy
187
+1
+0.5% +$43 ﹤0.01% 438
2020
Q3 		$7K Sell
186
-154
-45% -$5.84K ﹤0.01% 432
2020
Q2 		$12K Buy
340
+139
+69% +$4.84K ﹤0.01% 365
2020
Q1 		$6K Buy
201
+3
+2% +$133 ﹤0.01% 414
2019
Q4 		$10K Buy
198
+1
+0.5% +$48 ﹤0.01% 398
2019
Q3 		$9K Buy
197
+3
+2% +$143 ﹤0.01% 371
2019
Q2 		$10K Buy
194
+1
+0.5% +$47 ﹤0.01% 373
2019
Q1 		$9K Buy
193
+2
+1% +$88 ﹤0.01% 396
2018
Q4 		$9K Buy
191
+2
+1% +$86 ﹤0.01% 387
2018
Q3 		$9K Sell
189
-65
-26% -$2.97K ﹤0.01% 386
2018
Q2 		$11K Buy
254
+68
+37% +$3.17K ﹤0.01% 361
2018
Q1 		$9K Hold
186
– – ﹤0.01% 371
2017
Q4 		$10K Sell
186
-101
-35% -$5.32K ﹤0.01% 370
2017
Q3 		$15K Buy
287
+78
+37% +$3.8K ﹤0.01% 311
2017
Q2 		$10K Hold
209
– – ﹤0.01% 342
2017
Q1 		$10K Sell
209
-24
-10% -$1.14K ﹤0.01% 336
2016
Q4 		$11K Buy
+233
New +$10.7K ﹤0.01% 289

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Baystate Wealth Management's MET Position: Q4 2023 in Review

Baystate Wealth Management increased its MetLife (MET) stake by 0.83% in Q4 2023, buying an estimated $7.13K and bringing the position to 13,802 shares worth $913K. The position accounts for 0.07% of the portfolio, ranked #101.

Baystate Wealth Management first reported a position in MET in Q4 2016 and has held it in 29 quarters since. The position peaked at $963K in Q4 2022. 1,262 funds tracked by Wall St. Rank hold MET as of Q4 2023.

  • Baystate Wealth Management held 13,802 shares of MetLife worth $913K as of Q4 2023.
  • Baystate Wealth Management bought 114 MetLife shares in Q4 2023, an estimated $7.13K.
  • MetLife made up 0.07% of Baystate Wealth Management's portfolio in Q4 2023, its #101 holding.
  • Baystate Wealth Management first reported a position in MetLife in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's MetLife position peaked at $963K in Q4 2022.
  • 1,262 funds tracked by Wall St. Rank held MetLife as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.