Beach Investment Counsel’s MetLife MET Stock Holding History

Beach Investment Counsel’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
2025 Q1	$393K	Sell	4,900 -200	-4%	-$16.6K	0.06%	97
2024 Q4	$418K	Sell	5,100 -1,000	-16%	-$83.2K	0.06%	98
2024 Q3	$503K	Sell	6,100 -200	-3%	-$14.9K	0.06%	100
2024 Q2	$442K	Sell	6,300 -200	-3%	-$14.3K	0.05%	105
2024 Q1	$430K	Buy	6,500 +200	+3%	+$13.9K	0.05%	121
2023 Q4	$417K	Sell	6,300 -2,000	-24%	-$125K	0.05%	122
2023 Q3	$522K	Buy	8,300 +1,000	+14%	+$62.3K	0.07%	117
2023 Q2	$413K	Sell	7,300 -500	-6%	-$27.7K	0.05%	131
2023 Q1	$452K	Hold	7,800	–	–	0.06%	118
2022 Q4	$564K	Hold	7,800	–	–	0.07%	111
2022 Q3	$474K	Hold	7,800	–	–	0.07%	114
2022 Q2	$490K	Hold	7,800	–	–	0.06%	118
2022 Q1	$548K	Hold	7,800	–	–	0.06%	122
2021 Q4	$487K	Hold	7,800	–	–	0.06%	105
2021 Q3	$481K	Sell	7,800 -50	-0.6%	-$3.01K	0.05%	131
2021 Q2	$470K	Hold	7,850	–	–	0.04%	135
2021 Q1	$477K	Hold	7,850	–	–	0.04%	124
2020 Q4	$369K	Sell	7,850 -1,150	-13%	-$49.8K	0.04%	126
2020 Q3	$335K	Sell	9,000 -1,200	-12%	-$45.5K	0.04%	115
2020 Q2	$373K	Sell	10,200 -109,538	-91%	-$3.81M	0.05%	113
2020 Q1	$3.66M	Sell	119,738 -28,804	-19%	-$1.28M	0.61%	42
2019 Q4	$7.57M	Buy	148,542 +138,212	+1,338%	+$6.67M	0.84%	32
2019 Q3	$487K	Sell	10,330 -300	-3%	-$14.3K	0.06%	114
2019 Q2	$528K	Hold	10,630	–	–	0.06%	113
2019 Q1	$453K	Hold	10,630	–	–	0.05%	119
2018 Q4	$485K	Sell	10,630 -15,950	-60%	-$684K	0.06%	112
2018 Q3	$1.24M	Hold	26,580	–	–	0.12%	87
2018 Q2	$1.16M	Hold	26,580	–	–	0.12%	87
2018 Q1	$1.22M	Sell	26,580 -200	-0.7%	-$9.7K	0.13%	92
2017 Q4	$1.35M	Hold	26,780	–	–	0.13%	90
2017 Q3	$1.39M	Sell	26,780 -3,267	-11%	-$159K	0.15%	83
2017 Q2	$1.47M	Buy	30,047 +7,349	+32%	+$341K	0.15%	76
2017 Q1	$1.07M	Hold	22,698	–	–	0.11%	89
2016 Q4	$1.09M	Sell	22,698 -9,143	-29%	-$419K	0.12%	92
2016 Q3	$1.26M	Sell	31,841 -1	-0%	-$38	0.14%	84
2016 Q2	$1.13M	Sell	31,842 -11,218	-26%	-$437K	0.13%	84
2016 Q1	$1.69M	Hold	43,060	–	–	0.19%	77
2015 Q4	$1.85M	Sell	43,060 -41,385	-49%	-$1.82M	0.21%	75
2015 Q3	$3.55M	Buy	84,445 +1,128	+1%	+$52.7K	0.44%	48
2015 Q2	$4.16M	Hold	83,317	–	–	0.41%	47
2015 Q1	$3.75M	Buy	83,317 +342	+0.4%	+$15.4K	0.34%	54
2014 Q4	$4M	Sell	82,975 -8,752	-10%	-$416K	0.33%	53
2014 Q3	$4.39M	Sell	91,727 -368,347	-80%	-$17.9M	0.41%	47
2014 Q2	$22.8M	Buy	460,074 +6,749	+1%	+$316K	2.02%	14
2014 Q1	$21.3M	Buy	453,325 +66,168	+17%	+$3.04M	1.92%	15
2013 Q4	$18.6M	Buy	387,157 +107,263	+38%	+$4.81M	1.73%	18
2013 Q3	$11.7M	Buy	279,894 +268,562	+2,370%	+$11.6M	1.25%	25
2013 Q2	$462K	Buy	+11,332	New	+$417K	0.05%	142

Other funds holding MET

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beach Investment Counsel's MET Position: Q1 2025 in Review

Beach Investment Counsel reduced its MetLife (MET) stake by 3.9% in Q1 2025, selling an estimated $16.6K and leaving 4,900 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #97.

Beach Investment Counsel first reported a position in MET in Q2 2013 and has held it in 48 quarters since. The position peaked at $22.8M in Q2 2014. 1,408 funds tracked by Wall St. Rank hold MET as of Q1 2025.

Beach Investment Counsel held 4,900 shares of MetLife worth $393K as of Q1 2025.
Beach Investment Counsel sold 200 MetLife shares in Q1 2025, an estimated $16.6K.
MetLife made up 0.06% of Beach Investment Counsel's portfolio in Q1 2025, its #97 holding.
Beach Investment Counsel first reported a position in MetLife in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's MetLife position peaked at $22.8M in Q2 2014.
1,408 funds tracked by Wall St. Rank held MetLife as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.