OIS
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Okabena Investment Services’s MetLife MET Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-58
Closed -$3.36K – 200
2023
Q1 		$3.36K Sell
58
-253
-81% -$17.1K ﹤0.01% 140
2022
Q4 		$22.5K Buy
+311
New +$22.3K 0.01% 110

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Okabena Investment Services's MET Position: Q2 2023 in Review

Okabena Investment Services sold out of MetLife (MET) in Q2 2023, closing a stake of 58 shares — an estimated $3.36K sold.

Okabena Investment Services first reported a position in MET in Q4 2022 and held it in 2 quarters. The position peaked at $22.5K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold MET as of Q2 2023.

  • Okabena Investment Services reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 58 MetLife shares in Q2 2023, an estimated $3.36K.
  • Okabena Investment Services first reported a position in MetLife in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's MetLife position peaked at $22.5K in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.