Cumberland Advisors’s MetLife MET Stock Holding History

Cumberland Advisors’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
2023 Q3	–	Sell	-9,550	Closed	-$540K	–	59
2023 Q2	$540K	Sell	9,550 -7,100	-43%	-$394K	0.25%	43
2023 Q1	$965K	Hold	16,650	–	–	0.4%	40
2022 Q4	$1.2M	Hold	16,650	–	–	0.52%	39
2022 Q3	$1.01M	Sell	16,650 -500	-3%	-$31.9K	0.4%	39
2022 Q2	$1.08M	Sell	17,150 -500	-3%	-$33.1K	0.36%	38
2022 Q1	$1.24M	Buy	17,650 +700	+4%	+$47.3K	0.29%	39
2021 Q4	$1.06M	Sell	16,950 -1,160	-6%	-$72.8K	0.22%	42
2021 Q3	$1.12M	Sell	18,110 -840	-4%	-$50.6K	0.26%	41
2021 Q2	$1.13M	Hold	18,950	–	–	0.27%	44
2021 Q1	$1.15M	Buy	+18,950	New	+$1.05M	0.29%	44

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 $3.38T AUM 44.17% 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

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

Cumberland Advisors's MET Position: Q3 2023 in Review

Cumberland Advisors sold out of MetLife (MET) in Q3 2023, closing a stake of 9,550 shares — an estimated $540K sold.

Cumberland Advisors first reported a position in MET in Q1 2021 and held it in 10 quarters. The position peaked at $1.24M in Q1 2022. 1,182 funds tracked by Wall St. Rank hold MET as of Q3 2023.

Cumberland Advisors reported no remaining MetLife position as of Q3 2023 after selling out during the quarter.
Cumberland Advisors sold 9,550 MetLife shares in Q3 2023, an estimated $540K.
Cumberland Advisors first reported a position in MetLife in Q1 2021 and held it in 10 quarters.
Cumberland Advisors's MetLife position peaked at $1.24M in Q1 2022.
1,182 funds tracked by Wall St. Rank held MetLife as of Q3 2023.

Based on Cumberland Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.