Metropolitan Life Insurance Company (MetLife)’s Heritage Financial HFWA Stock Holding History

Metropolitan Life Insurance Company (MetLife)’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,045	Closed	-$39.7K	–	931
2024 Q1	$39.7K	Hold	2,045	–	–	﹤0.01%	1524
2023 Q4	$43.7K	Hold	2,045	–	–	﹤0.01%	1519
2023 Q3	$33.4K	Hold	2,045	–	–	﹤0.01%	1620
2023 Q2	$33.1K	Hold	2,045	–	–	﹤0.01%	1663
2023 Q1	$43.8K	Hold	2,045	–	–	﹤0.01%	1464
2022 Q4	$62.7K	Hold	2,045	–	–	﹤0.01%	1334
2022 Q3	$54.1K	Hold	2,045	–	–	﹤0.01%	1417
2022 Q2	$51.5K	Hold	2,045	–	–	﹤0.01%	1493
2022 Q1	$51.2K	Sell	2,045 -7,196	-78%	-$184K	﹤0.01%	1578
2021 Q4	$226K	Hold	9,241	–	–	﹤0.01%	1943
2021 Q3	$236K	Sell	9,241 -1,985	-18%	-$48.2K	﹤0.01%	1945
2021 Q2	$281K	Buy	11,226 +686	+7%	+$19.1K	﹤0.01%	1907
2021 Q1	$298K	Sell	10,540 -554	-5%	-$14.5K	﹤0.01%	1750
2020 Q4	$259K	Hold	11,094	–	–	﹤0.01%	1758
2020 Q3	$204K	Hold	11,094	–	–	﹤0.01%	1760
2020 Q2	$222K	Hold	11,094	–	–	﹤0.01%	1726
2020 Q1	$222K	Hold	11,094	–	–	﹤0.01%	1534
2019 Q4	$314K	Sell	11,094 -517	-4%	-$14.3K	0.01%	1614
2019 Q3	$313K	Sell	11,611 -47	-0.4%	-$1.3K	0.01%	1587
2019 Q2	$344K	Buy	11,658 +520	+5%	+$15.7K	0.01%	1532
2019 Q1	$336K	Sell	11,138 -485	-4%	-$15.2K	0.01%	1556
2018 Q4	$345K	Buy	11,623 +481	+4%	+$15.7K	0.01%	1461
2018 Q3	$392K	Hold	11,142	–	–	0.01%	1537
2018 Q2	$388K	Buy	11,142 +1,419	+15%	+$45.5K	0.01%	1493
2018 Q1	$298K	Hold	9,723	–	–	﹤0.01%	1624
2017 Q4	$299K	Sell	9,723 -9,002	-48%	-$277K	﹤0.01%	1623
2017 Q3	$552K	Hold	18,725	–	–	﹤0.01%	1629
2017 Q2	$496K	Hold	18,725	–	–	﹤0.01%	1694
2017 Q1	$463K	Hold	18,725	–	–	﹤0.01%	1697
2016 Q4	$482K	Sell	18,725 -6,569	-26%	-$140K	﹤0.01%	1760
2016 Q3	$454K	Hold	25,294	–	–	﹤0.01%	1768
2016 Q2	$445K	Hold	25,294	–	–	﹤0.01%	1773
2016 Q1	$444K	Buy	25,294 +5,190	+26%	+$91.5K	﹤0.01%	1653
2015 Q4	$379K	Hold	20,104	–	–	﹤0.01%	1812
2015 Q3	$378K	Hold	20,104	–	–	﹤0.01%	1821
2015 Q2	$359K	Sell	20,104 -1,346	-6%	-$23.3K	﹤0.01%	1981
2015 Q1	$365K	Hold	21,450	–	–	﹤0.01%	1731
2014 Q4	$376K	Hold	21,450	–	–	﹤0.01%	1964
2014 Q3	$340K	Sell	21,450 -5,578	-21%	-$90.4K	﹤0.01%	1987
2014 Q2	$435K	Buy	27,028 +12,062	+81%	+$196K	﹤0.01%	1936
2014 Q1	$253K	Hold	14,966	–	–	﹤0.01%	2299
2013 Q4	$256K	Hold	14,966	–	–	﹤0.01%	2302
2013 Q3	$232K	Hold	14,966	–	–	﹤0.01%	2309
2013 Q2	$219K	Buy	+14,966	New	+$209K	﹤0.01%	2292

Other funds holding HFWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Metropolitan Life Insurance Company (MetLife)'s HFWA Position: Q2 2024 in Review

Metropolitan Life Insurance Company (MetLife) sold out of Heritage Financial (HFWA) in Q2 2024, closing a stake of 2,045 shares — an estimated $39.7K sold.

Metropolitan Life Insurance Company (MetLife) first reported a position in HFWA in Q2 2013 and held it in 44 quarters. The position peaked at $552K in Q3 2017. 164 funds tracked by Wall St. Rank hold HFWA as of Q2 2024.

Metropolitan Life Insurance Company (MetLife) reported no remaining Heritage Financial position as of Q2 2024 after selling out during the quarter.
Metropolitan Life Insurance Company (MetLife) sold 2,045 Heritage Financial shares in Q2 2024, an estimated $39.7K.
Metropolitan Life Insurance Company (MetLife) first reported a position in Heritage Financial in Q2 2013 and held it in 44 quarters.
Metropolitan Life Insurance Company (MetLife)'s Heritage Financial position peaked at $552K in Q3 2017.
164 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2024.

Based on Metropolitan Life Insurance Company (MetLife)'s 13F filing for Q2 2024, filed 13 Aug 2024.