MWM
MET icon

Marietta Wealth Management’s MetLife MET Stock Holding History

Marietta 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
2019
Q3 		– Sell
-8,653
Closed -$430K – 121
2019
Q2 		$430K Sell
8,653
-223
-3% -$10.5K 0.17% 94
2019
Q1 		$378K Buy
8,876
+801
+10% +$35.4K 0.16% 96
2018
Q4 		$332K Sell
8,075
-1,529
-16% -$65.6K 0.16% 100
2018
Q3 		$449K Sell
9,604
-85
-0.9% -$3.88K 0.2% 97
2018
Q2 		$422K Buy
9,689
+499
+5% +$23.3K 0.21% 99
2018
Q1 		$422K Buy
9,190
+440
+5% +$21.3K 0.22% 94
2017
Q4 		$442K Sell
8,750
-43
-0.5% -$2.27K 0.24% 90
2017
Q3 		$457K Sell
8,793
-424
-5% -$20.6K 0.26% 90
2017
Q2 		$451K Buy
9,217
+380
+4% +$17.6K 0.27% 92
2017
Q1 		$416K Buy
+8,837
New +$421K 0.28% 92

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return