Cascadia Advisory Services’s MetLife MET Stock Holding History

Cascadia Advisory Services’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 Q3	$712K	Buy	11,531 +681	+6%	+$41K	0.14%	150
2021 Q2	$649K	Sell	10,850 -2,949	-21%	-$187K	0.14%	150
2021 Q1	$839K	Buy	+13,799	New	+$761K	0.19%	129
2020 Q3	$785K	Sell	21,115 -40,078	-65%	-$1.52M	0.22%	125
2020 Q2	$2.23M	Buy	+61,193	New	+$2.13M	0.68%	37
2019 Q4	$2.22M	Buy	+43,480	New	+$2.1M	0.63%	41

Other funds holding MET

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cascadia Advisory Services's MET Position: Q3 2021 in Review

Cascadia Advisory Services increased its MetLife (MET) stake by 6.3% in Q3 2021, buying an estimated $41K and bringing the position to 11,531 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #150.

Cascadia Advisory Services first reported a position in MET in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.23M in Q2 2020. 1,105 funds tracked by Wall St. Rank hold MET as of Q3 2021.

Cascadia Advisory Services held 11,531 shares of MetLife worth $712K as of Q3 2021.
Cascadia Advisory Services bought 681 MetLife shares in Q3 2021, an estimated $41K.
MetLife made up 0.14% of Cascadia Advisory Services's portfolio in Q3 2021, its #150 holding.
Cascadia Advisory Services first reported a position in MetLife in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's MetLife position peaked at $2.23M in Q2 2020.
1,105 funds tracked by Wall St. Rank held MetLife as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.