Halpern Financial’s MetLife MET Stock Holding History

Halpern Financial’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	–	Sell	-100	Closed	-$5.79K	–	256
2023 Q1	$5.79K	Buy	+100	New	+$6.75K	﹤0.01%	147
2020 Q3	–	Sell	-40	Closed	-$1.46K	–	215
2020 Q2	$1.46K	Buy	+40	New	+$1.39K	﹤0.01%	160

Other funds holding MET

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Halpern Financial's MET Position: Q2 2023 in Review

Halpern Financial sold out of MetLife (MET) in Q2 2023, closing a stake of 100 shares — an estimated $5.79K sold.

Halpern Financial first reported a position in MET in Q2 2020 and held it in 2 quarters. The position peaked at $5.79K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold MET as of Q2 2023.

Halpern Financial reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
Halpern Financial sold 100 MetLife shares in Q2 2023, an estimated $5.79K.
Halpern Financial first reported a position in MetLife in Q2 2020 and held it in 2 quarters.
Halpern Financial's MetLife position peaked at $5.79K in Q1 2023.
1,170 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Halpern Financial's 13F filing for Q2 2023, filed 21 Sep 2023.