SFP
MET icon

Sterling Financial Planning’s MetLife MET Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-410
Closed -$25K – 271
2021
Q3 		$25K Buy
410
+4
+1% +$241 0.02% 247
2021
Q2 		$24K Buy
406
+3
+0.7% +$190 0.02% 240
2021
Q1 		$25K Buy
403
+3
+0.8% +$166 0.02% 213
2020
Q4 		$19K Buy
+400
New +$17.3K 0.02% 220

Other funds holding MET

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sterling Financial Planning's MET Position: Q4 2021 in Review

Sterling Financial Planning sold out of MetLife (MET) in Q4 2021, closing a stake of 410 shares — an estimated $25K sold.

Sterling Financial Planning first reported a position in MET in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q3 2021. 1,193 funds tracked by Wall St. Rank hold MET as of Q4 2021.

  • Sterling Financial Planning reported no remaining MetLife position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 410 MetLife shares in Q4 2021, an estimated $25K.
  • Sterling Financial Planning first reported a position in MetLife in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's MetLife position peaked at $25K in Q3 2021.
  • 1,193 funds tracked by Wall St. Rank held MetLife as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.