Heritage Financial Services’s MetLife MET Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-726	Closed	-$45K	–	306
2022 Q2	$45K	Buy	+726	New	+$48.1K	0.03%	170

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Heritage Financial Services's MET Position: Q3 2022 in Review

Heritage Financial Services sold out of MetLife (MET) in Q3 2022, closing a stake of 726 shares — an estimated $45K sold.

Heritage Financial Services first reported a position in MET in Q2 2022 and held it in 1 quarter. The position peaked at $45K in Q2 2022. 1,193 funds tracked by Wall St. Rank hold MET as of Q3 2022.

Heritage Financial Services reported no remaining MetLife position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 726 MetLife shares in Q3 2022, an estimated $45K.
Heritage Financial Services first reported a position in MetLife in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's MetLife position peaked at $45K in Q2 2022.
1,193 funds tracked by Wall St. Rank held MetLife as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.