Evermay Wealth Management’s MetLife MET Stock Holding History

Evermay 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	–	Sell	-800	Closed	-$66K	–	600
2024 Q3	$66K	Hold	800	–	–	0.01%	311
2024 Q2	$56.2K	Hold	800	–	–	0.01%	334
2024 Q1	$59.3K	Sell	800 -9	-1%	-$627	0.01%	337
2023 Q4	$53.5K	Buy	809 +9	+1%	+$563	0.01%	322
2023 Q3	$50.3K	Hold	800	–	–	0.01%	305
2023 Q2	$45.2K	Hold	800	–	–	0.01%	318
2023 Q1	$46.4K	Sell	800 -38	-5%	-$2.56K	0.01%	305
2022 Q4	$60.6K	Hold	838	–	–	0.01%	282
2022 Q3	$51K	Hold	838	–	–	0.01%	277
2022 Q2	$53K	Hold	838	–	–	0.01%	272
2022 Q1	$59K	Hold	838	–	–	0.01%	290
2021 Q4	$52K	Buy	+838	New	+$52.6K	0.01%	272

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 $3.37T AUM 44.26% 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

Evermay Wealth Management's MET Position: Q4 2024 in Review

Evermay Wealth Management sold out of MetLife (MET) in Q4 2024, closing a stake of 800 shares — an estimated $66K sold.

Evermay Wealth Management first reported a position in MET in Q4 2021 and held it in 12 quarters. The position peaked at $66K in Q3 2024. 1,405 funds tracked by Wall St. Rank hold MET as of Q4 2024.

Evermay Wealth Management reported no remaining MetLife position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 800 MetLife shares in Q4 2024, an estimated $66K.
Evermay Wealth Management first reported a position in MetLife in Q4 2021 and held it in 12 quarters.
Evermay Wealth Management's MetLife position peaked at $66K in Q3 2024.
1,405 funds tracked by Wall St. Rank held MetLife as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.