Charter Oak Capital Management’s MetLife MET Stock Holding History

Charter Oak 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
2022 Q3	–	Sell	-1,094	Closed	-$69K	–	577
2022 Q2	$69K	Buy	1,094 +4	+0.4%	+$265	0.01%	286
2022 Q1	$77K	Buy	1,090 +4	+0.4%	+$270	0.01%	297
2021 Q4	$68K	Sell	1,086 -146	-12%	-$9.16K	0.01%	306
2021 Q3	$76K	Buy	1,232 +4	+0.3%	+$241	0.01%	276
2021 Q2	$73K	Buy	1,228 +4	+0.3%	+$254	0.01%	276
2021 Q1	$74K	Buy	1,224 +4	+0.3%	+$221	0.01%	270
2020 Q4	$57K	Buy	+1,220	New	+$52.9K	0.01%	280

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Oak Capital Management's MET Position: Q3 2022 in Review

Charter Oak Capital Management sold out of MetLife (MET) in Q3 2022, closing a stake of 1,094 shares — an estimated $69K sold.

Charter Oak Capital Management first reported a position in MET in Q4 2020 and held it in 7 quarters. The position peaked at $77K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold MET as of Q3 2022.

Charter Oak Capital Management reported no remaining MetLife position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,094 MetLife shares in Q3 2022, an estimated $69K.
Charter Oak Capital Management first reported a position in MetLife in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's MetLife position peaked at $77K in Q1 2022.
1,193 funds tracked by Wall St. Rank held MetLife as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.