TrueWealth LLC’s MetLife MET Stock Holding History

TrueWealth LLC’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
2020 Q2	$19K	Buy	531 +3	+0.6%	+$104	0.01%	382
2020 Q1	$16K	Buy	528 +5	+1%	+$222	0.01%	390
2019 Q4	$27K	Buy	523 +2	+0.4%	+$97	0.01%	343
2019 Q3	$25K	Buy	521 +3	+0.6%	+$143	0.01%	343
2019 Q2	$26K	Buy	518 +114	+28%	+$5.36K	0.01%	339
2019 Q1	$17K	Buy	404 +3	+0.7%	+$133	0.01%	380
2018 Q4	$16K	Sell	401 -152	-27%	-$6.52K	0.01%	379
2018 Q3	$26K	Buy	553 +2	+0.4%	+$91	0.01%	354
2018 Q2	$24K	Buy	551 +128	+30%	+$5.97K	0.01%	362
2018 Q1	$19K	Buy	423 +12	+3%	+$582	0.01%	368
2017 Q4	$21K	Buy	+411	New	+$21.7K	0.01%	385

Other funds holding MET

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

TrueWealth LLC's MET Position: Q2 2020 in Review

TrueWealth LLC increased its MetLife (MET) stake by 0.57% in Q2 2020, buying an estimated $104 and bringing the position to 531 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #382.

TrueWealth LLC first reported a position in MET in Q4 2017 and has held it in 11 quarters since. The position peaked at $27K in Q4 2019. 981 funds tracked by Wall St. Rank hold MET as of Q2 2020.

TrueWealth LLC held 531 shares of MetLife worth $19K as of Q2 2020.
TrueWealth LLC bought 3 MetLife shares in Q2 2020, an estimated $104.
MetLife made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #382 holding.
TrueWealth LLC first reported a position in MetLife in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's MetLife position peaked at $27K in Q4 2019.
981 funds tracked by Wall St. Rank held MetLife as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.