LWM
MET icon

Lyell Wealth Management’s MetLife MET Stock Holding History

Lyell Wealth Management’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
Q1 		– Sell
-3,209
Closed -$232K – 203
2022
Q4 		$232K Buy
+3,209
New +$230K 0.04% 178
2022
Q2 		– Sell
-3,170
Closed -$223K – 200
2022
Q1 		$223K Buy
+3,170
New +$214K 0.03% 186

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's MET Position: Q1 2023 in Review

Lyell Wealth Management sold out of MetLife (MET) in Q1 2023, closing a stake of 3,209 shares — an estimated $232K sold.

Lyell Wealth Management first reported a position in MET in Q1 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold MET as of Q1 2023.

  • Lyell Wealth Management reported no remaining MetLife position as of Q1 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 3,209 MetLife shares in Q1 2023, an estimated $232K.
  • Lyell Wealth Management first reported a position in MetLife in Q1 2022 and held it in 2 quarters.
  • Lyell Wealth Management's MetLife position peaked at $232K in Q4 2022.
  • 1,213 funds tracked by Wall St. Rank held MetLife as of Q1 2023.

Based on Lyell Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.