PFS Investments’s MetLife MET Stock Holding History

PFS Investments’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	$4.87M	Buy	86,164 +7,908	+10%	+$439K	0.08%	229
2023 Q1	$4.62M	Sell	78,256 -7,644	-9%	-$516K	0.08%	210
2022 Q4	$6.22M	Buy	85,900 +5,863	+7%	+$420K	0.12%	165
2022 Q3	$4.87M	Buy	80,037 +4,498	+6%	+$287K	0.09%	174
2022 Q2	$4.74M	Buy	75,539 +6,306	+9%	+$417K	0.1%	190
2022 Q1	$4.87M	Buy	69,233 +3,276	+5%	+$221K	0.09%	199
2021 Q4	$4.12M	Sell	65,957 -838	-1%	-$52.6K	0.08%	209
2021 Q3	$4.26M	Buy	66,795 +1,122	+2%	+$67.5K	0.09%	199
2021 Q2	$3.87M	Sell	65,673 -293	-0.4%	-$18.6K	0.09%	192
2021 Q1	$4.01M	Buy	65,966 +2,455	+4%	+$135K	0.1%	175
2020 Q4	$3.14M	Buy	63,511 +5,466	+9%	+$237K	0.09%	184
2020 Q3	$2.16M	Buy	58,045 +4,836	+9%	+$184K	0.07%	185
2020 Q2	$1.94M	Buy	53,209 +9,842	+23%	+$343K	0.07%	166
2020 Q1	$1.33M	Sell	43,367 -71,828	-62%	-$3.19M	0.06%	177
2019 Q4	$5.87M	Buy	115,195 +36,749	+47%	+$1.77M	0.23%	83
2019 Q3	$3.7M	Buy	78,446 +26,956	+52%	+$1.29M	0.16%	92
2019 Q2	$2.61M	Buy	51,490 +29,830	+138%	+$1.4M	0.12%	79
2019 Q1	$922K	Buy	+21,660	New	+$958K	0.05%	99

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFS Investments's MET Position: Q2 2023 in Review

PFS Investments increased its MetLife (MET) stake by 10% in Q2 2023, buying an estimated $439K and bringing the position to 86,164 shares worth $4.87M. The position accounts for 0.08% of the portfolio, ranked #229.

PFS Investments first reported a position in MET in Q1 2019 and has held it in 18 quarters since. The position peaked at $6.22M in Q4 2022. 1,171 funds tracked by Wall St. Rank hold MET as of Q2 2023.

PFS Investments held 86,164 shares of MetLife worth $4.87M as of Q2 2023.
PFS Investments bought 7,908 MetLife shares in Q2 2023, an estimated $439K.
MetLife made up 0.08% of PFS Investments's portfolio in Q2 2023, its #229 holding.
PFS Investments first reported a position in MetLife in Q1 2019 and has held it in 18 quarters since.
PFS Investments's MetLife position peaked at $6.22M in Q4 2022.
1,171 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.