Calton & Associates’s MetLife MET Stock Holding History

Calton & Associates’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
2021 Q4	–	Sell	-5,307	Closed	-$293K	–	392
2021 Q3	$293K	Buy	5,307 +977	+23%	+$58.8K	0.06%	290
2021 Q2	$259K	Sell	4,330 -12,792	-75%	-$811K	0.05%	319
2021 Q1	$599K	Sell	17,122 -8,455	-33%	-$467K	0.12%	167
2020 Q4	$723K	Sell	25,577 -4,320	-14%	-$187K	0.13%	140
2020 Q3	$858K	Buy	29,897 +6,276	+27%	+$238K	0.18%	104
2020 Q2	$618K	Buy	23,621 +13,724	+139%	+$478K	0.13%	128
2020 Q1	$276K	Buy	9,897 +3,953	+67%	+$175K	0.07%	219
2019 Q4	$268K	Buy	+5,944	New	+$287K	0.05%	284
2019 Q3	–	Sell	-4,845	Closed	-$205K	–	351
2019 Q2	$205K	Buy	+4,845	New	+$228K	0.06%	262
2018 Q2	–	Sell	-5,257	Closed	-$241K	–	353
2018 Q1	$241K	Sell	5,257 -625	-11%	-$30.3K	0.07%	288
2017 Q4	$315K	Buy	+5,882	New	+$310K	0.08%	233

Other funds holding MET

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group

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

T. Rowe Price Associates

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return