SWM
MET icon

Sugarloaf Wealth Management’s MetLife MET Stock Holding History

Sugarloaf 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
2024
Q4 		$138K Sell
1,690
-533
-24% -$44.4K 0.03% 206
2024
Q3 		$183K Hold
2,223
– – 0.03% 179
2024
Q2 		$156K Hold
2,223
– – 0.03% 187
2024
Q1 		$165K Hold
2,223
– – 0.03% 181
2023
Q4 		$147K Hold
2,223
– – 0.04% 182
2023
Q3 		$140K Hold
2,223
– – 0.04% 180
2023
Q2 		$126K Hold
2,223
– – 0.03% 186
2023
Q1 		$129K Sell
2,223
-287
-11% -$19.4K 0.03% 178
2022
Q4 		$182K Buy
2,510
+53
+2% +$3.8K 0.05% 134
2022
Q3 		$150K Buy
2,457
+535
+28% +$34.2K 0.04% 151
2022
Q2 		$121K Buy
1,922
+2
+0.1% +$132 0.03% 169
2022
Q1 		$135K Buy
1,920
+1
+0.1% +$68 0.03% 161
2021
Q4 		$120K Buy
1,919
+2
+0.1% +$126 0.03% 178
2021
Q3 		$118K Buy
1,917
+2
+0.1% +$120 0.03% 173
2021
Q2 		$115K Buy
1,915
+2
+0.1% +$127 0.03% 172
2021
Q1 		$116 Buy
1,913
+2
+0.1% +$110 0.03% 167
2020
Q4 		$90K Buy
1,911
+2
+0.1% +$87 0.03% 190
2020
Q3 		$71K Buy
1,909
+238
+14% +$9.03K 0.03% 190
2020
Q2 		$61K Sell
1,671
-28
-2% -$975 0.02% 208
2020
Q1 		$52K Hold
1,699
– – 0.02% 216
2019
Q4 		$87K Buy
+1,699
New +$82K 0.04% 192

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's MET Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its MetLife (MET) stake by 24% in Q4 2024, selling an estimated $44.4K and leaving 1,690 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #206.

Sugarloaf Wealth Management first reported a position in MET in Q4 2019 and has held it in 21 quarters since. The position peaked at $183K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold MET as of Q4 2024.

  • Sugarloaf Wealth Management held 1,690 shares of MetLife worth $138K as of Q4 2024.
  • Sugarloaf Wealth Management sold 533 MetLife shares in Q4 2024, an estimated $44.4K.
  • MetLife made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #206 holding.
  • Sugarloaf Wealth Management first reported a position in MetLife in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's MetLife position peaked at $183K in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held MetLife as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.