MinichMacGregor Wealth Management’s MetLife MET Stock Holding History

MinichMacGregor 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	-1,226	Closed	-$88.8K	–	411
2022 Q4	$88.8K	Buy	+1,226	New	+$87.8K	0.03%	123
2018 Q4	–	Sell	-513	Closed	-$24K	–	332
2018 Q3	$24K	Sell	513 -34	-6%	-$1.55K	0.02%	199
2018 Q2	$23K	Buy	547 +106	+24%	+$4.94K	0.02%	194
2018 Q1	$20K	Buy	441 +41	+10%	+$1.99K	0.02%	211
2017 Q4	$20K	Buy	400 +21	+6%	+$1.11K	0.02%	205
2017 Q3	$19K	Sell	379 -13	-3%	-$633	0.02%	200
2017 Q2	$19K	Sell	392 -41	-9%	-$1.9K	0.02%	196
2017 Q1	$20K	Buy	433 +19	+5%	+$906	0.02%	190
2016 Q4	$19K	Buy	414 +1	+0.2%	+$46	0.02%	185
2016 Q3	$16K	Sell	413 -39	-9%	-$1.47K	0.02%	203
2016 Q2	$16K	Buy	452 +2	+0.4%	+$78	0.02%	193
2016 Q1	$17K	Buy	450 +23	+5%	+$860	0.02%	189
2015 Q4	$19K	Buy	+427	New	+$18.8K	0.02%	168

Other funds holding MET

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of MetLife (MET) in Q1 2023, closing a stake of 1,226 shares — an estimated $88.8K sold.

MinichMacGregor Wealth Management first reported a position in MET in Q4 2015 and held it in 13 quarters. The position peaked at $88.8K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold MET as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining MetLife position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,226 MetLife shares in Q1 2023, an estimated $88.8K.
MinichMacGregor Wealth Management first reported a position in MetLife in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's MetLife position peaked at $88.8K in Q4 2022.
1,213 funds tracked by Wall St. Rank held MetLife as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.