HeadInvest LLC’s MetLife MET Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-124	Closed	-$7.65K	–	496
2023 Q3	$7.65K	Buy	+124	New	+$7.72K	﹤0.01%	585
2016 Q2	–	Sell	-99,291	Closed	-$3.89M	–	127
2016 Q1	$3.89M	Sell	99,291 -2,401	-2%	-$89.8K	1.52%	26
2015 Q4	$4.37M	Sell	101,692 -6,074	-6%	-$267K	1.77%	18
2015 Q3	$4.53M	Sell	107,766 -617	-0.6%	-$28.8K	1.82%	17
2015 Q2	$5.41M	Sell	108,383 -938	-0.9%	-$44.4K	2%	14
2015 Q1	$4.92M	Buy	109,321 +342	+0.3%	+$15.4K	1.77%	20
2014 Q4	$5.25M	Sell	108,979 -26	-0%	-$1.24K	2.1%	17
2014 Q3	$5.27M	Buy	109,005 +1,162	+1%	+$56.4K	2.11%	19
2014 Q2	$5.34M	Buy	107,843 +4,757	+5%	+$223K	2.16%	19
2014 Q1	$4.85M	Sell	103,086 -3,646	-3%	-$168K	2.09%	20
2013 Q4	$5.13M	Sell	106,732 -1,745	-2%	-$78.2K	2.16%	18
2013 Q3	$4.54M	Sell	108,477 -2,536	-2%	-$109K	1.98%	21
2013 Q2	$4.53M	Buy	+111,013	New	+$4.08M	1.99%	21

Other funds holding MET

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return