Pathstone Family Office’s MetLife MET Stock Holding History

Pathstone Family Office’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 Q3	$1.81M	Buy	28,665 +15,230	+113%	+$949K	0.01%	493
2023 Q2	$761K	Sell	13,435 -4,239	-24%	-$235K	0.01%	573
2023 Q1	$1.01M	Sell	17,674 -46,778	-73%	-$3.16M	0.02%	439
2022 Q4	$3.83M	Buy	64,452 +25,980	+68%	+$1.86M	0.03%	331
2022 Q3	$2.34M	Buy	38,472 +12,861	+50%	+$822K	0.02%	387
2022 Q2	$1.61M	Buy	25,611 +1,920	+8%	+$127K	0.04%	241
2022 Q1	$1.67M	Buy	23,691 +13,879	+141%	+$938K	0.04%	203
2021 Q4	$611K	Sell	9,812 -11,896	-55%	-$747K	0.02%	475
2021 Q3	$1.34M	Buy	21,708 +1,656	+8%	+$99.7K	0.04%	227
2021 Q2	$1.2M	Buy	20,052 +16,094	+407%	+$1.02M	0.04%	230
2021 Q1	$241K	Buy	3,958 +1,562	+65%	+$86.2K	0.01%	550
2020 Q4	$112K	Buy	2,396 +457	+24%	+$19.8K	﹤0.01%	362
2020 Q3	$72K	Buy	1,939 +430	+28%	+$16.3K	0.01%	318
2020 Q2	$55K	Buy	1,509 +1,500	+16,667%	+$52.2K	0.01%	308
2020 Q1	$0	Buy	+9	New	+$399	﹤0.01%	802
2018 Q2	–	Sell	-483	Closed	-$22K	–	258
2018 Q1	$22K	Buy	+483	New	+$23.4K	0.01%	149
2017 Q4	–	Sell	-159	Closed	-$8K	–	188
2017 Q3	$8K	Sell	159 -24	-13%	-$1.17K	0.01%	149
2017 Q2	$9K	Sell	183 -72	-28%	-$3.34K	﹤0.01%	323
2017 Q1	$11K	Buy	+255	New	+$12.2K	0.01%	279
2016 Q4	–	Sell	-178	Closed	-$7K	–	165
2016 Q3	$7K	Buy	178 +21	+13%	+$789	0.01%	149
2016 Q2	$6K	Buy	157 +137	+685%	+$5.34K	0.01%	172
2016 Q1	$1K	Buy	+20	New	+$748	﹤0.01%	165
2015 Q4	–	Sell	-20	Closed	-$1K	–	137
2015 Q3	$1K	Buy	+20	New	+$934	﹤0.01%	164

Other funds holding MET

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pathstone Family Office's MET Position: Q3 2023 in Review

Pathstone Family Office increased its MetLife (MET) stake by 113% in Q3 2023, buying an estimated $949K and bringing the position to 28,665 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #493.

Pathstone Family Office first reported a position in MET in Q3 2015 and has held it in 23 quarters since. The position peaked at $3.83M in Q4 2022. 1,180 funds tracked by Wall St. Rank hold MET as of Q3 2023.

Pathstone Family Office held 28,665 shares of MetLife worth $1.81M as of Q3 2023.
Pathstone Family Office bought 15,230 MetLife shares in Q3 2023, an estimated $949K.
MetLife made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #493 holding.
Pathstone Family Office first reported a position in MetLife in Q3 2015 and has held it in 23 quarters since.
Pathstone Family Office's MetLife position peaked at $3.83M in Q4 2022.
1,180 funds tracked by Wall St. Rank held MetLife as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.