Bourgeon Capital Management’s MetLife MET Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-75	Closed	-$4.96K	–	256
2023 Q4	$4.96K	Hold	75	–	–	﹤0.01%	269
2023 Q3	$4.72K	Hold	75	–	–	﹤0.01%	260
2023 Q2	$4.24K	Hold	75	–	–	﹤0.01%	278
2023 Q1	$4.35K	Hold	75	–	–	﹤0.01%	266
2022 Q4	$5.43K	Hold	75	–	–	﹤0.01%	268
2022 Q3	$5K	Sell	75 -50	-40%	-$3.19K	﹤0.01%	258
2022 Q2	$8K	Hold	125	–	–	﹤0.01%	228
2022 Q1	$9K	Hold	125	–	–	﹤0.01%	232
2021 Q4	$8K	Hold	125	–	–	﹤0.01%	228
2021 Q3	$8K	Hold	125	–	–	﹤0.01%	239
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	242
2021 Q1	$8K	Hold	125	–	–	﹤0.01%	236
2020 Q4	$6K	Hold	125	–	–	﹤0.01%	231
2020 Q3	$5K	Sell	125 -36	-22%	-$1.37K	﹤0.01%	236
2020 Q2	$6K	Hold	161	–	–	﹤0.01%	213
2020 Q1	$5K	Buy	161 +36	+29%	+$1.6K	﹤0.01%	216
2019 Q4	$6K	Hold	125	–	–	﹤0.01%	200
2019 Q3	$6K	Buy	+125	New	+$5.96K	﹤0.01%	195
2014 Q3	–	Sell	-9,986	Closed	-$494K	–	110
2014 Q2	$494K	Buy	+9,986	New	+$467K	0.27%	76
2013 Q4	–	Sell	-58,248	Closed	-$2.44M	–	99
2013 Q3	$2.44M	Sell	58,248 -19,652	-25%	-$847K	1.64%	26
2013 Q2	$3.18M	Buy	+77,900	New	+$2.86M	2.26%	12

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

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

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

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

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

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

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

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

Bourgeon Capital Management's MET Position: Q1 2024 in Review

Bourgeon Capital Management sold out of MetLife (MET) in Q1 2024, closing a stake of 75 shares — an estimated $4.96K sold.

Bourgeon Capital Management first reported a position in MET in Q2 2013 and held it in 21 quarters. The position peaked at $3.18M in Q2 2013. 1,281 funds tracked by Wall St. Rank hold MET as of Q1 2024.

Bourgeon Capital Management reported no remaining MetLife position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 75 MetLife shares in Q1 2024, an estimated $4.96K.
Bourgeon Capital Management first reported a position in MetLife in Q2 2013 and held it in 21 quarters.
Bourgeon Capital Management's MetLife position peaked at $3.18M in Q2 2013.
1,281 funds tracked by Wall St. Rank held MetLife as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.