J.W. Coons Advisors’s MetLife MET Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$532K	Buy	6,618 +42	+0.6%	+$3.24K	0.12%	149
2025 Q1	$528K	Buy	6,576 +276	+4%	+$23K	0.14%	138
2024 Q4	$516K	Buy	6,300 +100	+2%	+$8.32K	0.13%	141
2024 Q3	$511K	Buy	6,200 +113	+2%	+$8.44K	0.13%	147
2024 Q2	$427K	Sell	6,087 -700	-10%	-$50K	0.1%	156
2024 Q1	$503K	Sell	6,787 -961	-12%	-$67K	0.11%	147
2023 Q4	$512K	Sell	7,748 -2,404	-24%	-$150K	0.14%	135
2023 Q3	$639K	Buy	10,152 +665	+7%	+$41.4K	0.18%	119
2023 Q2	$536K	Hold	9,487	–	–	0.15%	136
2023 Q1	$550K	Buy	9,487 +2,615	+38%	+$176K	0.16%	137
2022 Q4	$497K	Buy	6,872 +2,490	+57%	+$178K	0.15%	140
2022 Q3	$266K	Buy	4,382 +75	+2%	+$4.79K	0.1%	185
2022 Q2	$273K	Buy	4,307 +192	+5%	+$12.7K	0.1%	199
2022 Q1	$288K	Buy	+4,115	New	+$278K	0.09%	204

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

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management

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