Legacy Advisors’s MetLife MET Stock Holding History

Legacy 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	–	Sell	-3,412	Closed	-$274K	–	250
2025 Q1	$274K	Buy	3,412 +218	+7%	+$18.1K	0.03%	350
2024 Q4	$262K	Sell	3,194 -178	-5%	-$14.8K	0.03%	333
2024 Q3	$278K	Buy	3,372 +163	+5%	+$12.2K	0.03%	306
2024 Q2	$225K	Buy	3,209 +450	+16%	+$32.1K	0.03%	297
2024 Q1	$204K	Sell	2,759 -537	-16%	-$37.4K	0.03%	302
2023 Q4	$218K	Buy	+3,296	New	+$206K	0.03%	284
2020 Q1	–	Sell	-4,450	Closed	-$227K	–	121
2019 Q4	$227K	Hold	4,450	–	–	0.14%	121
2019 Q3	$210K	Hold	4,450	–	–	0.16%	101
2019 Q2	$221K	Hold	4,450	–	–	0.15%	102
2019 Q1	$189K	Buy	+4,450	New	+$197K	0.06%	116
2018 Q4	–	Sell	-4,450	Closed	-$208K	–	280
2018 Q3	$208K	Buy	+4,450	New	+$203K	0.1%	133
2017 Q4	–	Sell	-105	Closed	-$5K	–	399
2017 Q3	$5K	Buy	+105	New	+$5.11K	0.01%	292

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