Cassady Schiller Wealth Management’s MetLife MET Stock Holding History

Cassady Schiller 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
2024 Q4	$19.3K	Buy	236 +38	+19%	+$3.16K	0.01%	285
2024 Q3	$16.3K	Hold	198	–	–	0.01%	288
2024 Q2	$13.9K	Hold	198	–	–	0.01%	296
2024 Q1	$14.7K	Hold	198	–	–	0.01%	312
2023 Q4	$13.1K	Hold	198	–	–	0.01%	311
2023 Q3	$12.5K	Hold	198	–	–	0.01%	317
2023 Q2	$11.2K	Buy	+198	New	+$11K	0.01%	328
2022 Q1	–	Sell	-22	Closed	-$1K	–	397
2021 Q4	$1K	Buy	+22	New	+$1.38K	﹤0.01%	476

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

Cassady Schiller Wealth Management's MET Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its MetLife (MET) stake by 19% in Q4 2024, buying an estimated $3.16K and bringing the position to 236 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Cassady Schiller Wealth Management first reported a position in MET in Q4 2021 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold MET as of Q4 2024.

Cassady Schiller Wealth Management held 236 shares of MetLife worth $19.3K as of Q4 2024.
Cassady Schiller Wealth Management bought 38 MetLife shares in Q4 2024, an estimated $3.16K.
MetLife made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #285 holding.
Cassady Schiller Wealth Management first reported a position in MetLife in Q4 2021 and has held it in 8 quarters since.
1,406 funds tracked by Wall St. Rank held MetLife as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.