Endurance Wealth Management’s MetLife MET Stock Holding History

Endurance 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
2023 Q2	$166K	Buy	2,928 +44	+2%	+$2.44K	0.02%	216
2023 Q1	$167K	Hold	2,884	–	–	0.02%	211
2022 Q4	$209K	Hold	2,884	–	–	0.03%	181
2022 Q3	$175K	Hold	2,884	–	–	0.03%	196
2022 Q2	$181K	Hold	2,884	–	–	0.03%	196
2022 Q1	$203K	Hold	2,884	–	–	0.03%	200
2021 Q4	$180K	Hold	2,884	–	–	0.02%	223
2021 Q3	$178K	Hold	2,884	–	–	0.02%	223
2021 Q2	$172K	Hold	2,884	–	–	0.02%	231
2021 Q1	$175K	Sell	2,884 -500	-15%	-$27.6K	0.02%	228
2020 Q4	$159K	Sell	3,384 -1,000	-23%	-$43.3K	0.02%	219
2020 Q3	$163K	Sell	4,384 -17	-0.4%	-$645	0.02%	200
2020 Q2	$161K	Buy	4,401 +2,535	+136%	+$88.2K	0.03%	199
2020 Q1	$57K	Hold	1,866	–	–	0.01%	267
2019 Q4	$95K	Hold	1,866	–	–	0.01%	230
2019 Q3	$88K	Hold	1,866	–	–	0.01%	231
2019 Q2	$93K	Hold	1,866	–	–	0.01%	228
2019 Q1	$79K	Hold	1,866	–	–	0.01%	232
2018 Q4	$77K	Hold	1,866	–	–	0.01%	226
2018 Q3	$87K	Hold	1,866	–	–	0.01%	227
2018 Q2	$81K	Hold	1,866	–	–	0.01%	230
2018 Q1	$86K	Hold	1,866	–	–	0.01%	237
2017 Q4	$94K	Hold	1,866	–	–	0.02%	222
2017 Q3	$97K	Sell	1,866 -228	-11%	-$11.1K	0.02%	218
2017 Q2	$103K	Hold	2,094	–	–	0.02%	222
2017 Q1	$99K	Hold	2,094	–	–	0.02%	218
2016 Q4	$101K	Hold	2,094	–	–	0.02%	218
2016 Q3	$89K	Hold	2,094	–	–	0.02%	228
2016 Q2	$74K	Sell	2,094 -112	-5%	-$4.37K	0.01%	235
2016 Q1	$86	Sell	2,206 -235	-10%	-$8.78K	0.01%	226
2015 Q4	$105K	Hold	2,441	–	–	0.02%	212
2015 Q3	$105K	Buy	2,441 +224	+10%	+$10.5K	0.02%	215
2015 Q2	$111K	Buy	+2,217	New	+$105K	0.02%	208

Other funds holding MET

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Endurance Wealth Management's MET Position: Q2 2023 in Review

Endurance Wealth Management increased its MetLife (MET) stake by 1.5% in Q2 2023, buying an estimated $2.44K and bringing the position to 2,928 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #216.

Endurance Wealth Management first reported a position in MET in Q2 2015 and has held it in 33 quarters since. The position peaked at $209K in Q4 2022. 1,173 funds tracked by Wall St. Rank hold MET as of Q2 2023.

Endurance Wealth Management held 2,928 shares of MetLife worth $166K as of Q2 2023.
Endurance Wealth Management bought 44 MetLife shares in Q2 2023, an estimated $2.44K.
MetLife made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #216 holding.
Endurance Wealth Management first reported a position in MetLife in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's MetLife position peaked at $209K in Q4 2022.
1,173 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.