USA Financial Formulas’s MetLife MET Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-2,602	Closed	-$183K	–	332
2024 Q2	$183K	Buy	+2,602	New	+$186K	0.03%	173
2024 Q1	–	Sell	-631	Closed	-$41.7K	–	378
2023 Q4	$41.7K	Buy	631 +591	+1,478%	+$37K	0.01%	202
2023 Q3	$2.52K	Hold	40	–	–	﹤0.01%	314
2023 Q2	$2.26K	Hold	40	–	–	﹤0.01%	287
2023 Q1	$2.32K	Buy	+40	New	+$2.7K	﹤0.01%	209
2022 Q3	$4K	Sell	63 -1,450	-96%	-$92.6K	0.01%	132
2022 Q2	$95K	Buy	1,513 +403	+36%	+$26.7K	0.12%	97
2022 Q1	$78K	Buy	1,110 +1,103	+15,757%	+$74.6K	0.08%	112
2021 Q4	$0	Sell	7 -307	-98%	-$19.3K	﹤0.01%	452
2021 Q3	$19K	Sell	314 -18,002	-98%	-$1.08M	0.02%	225
2021 Q2	$1.1M	Sell	18,316 -2,690	-13%	-$170K	0.92%	42
2021 Q1	$1.28M	Buy	+21,006	New	+$1.16M	1.04%	25
2020 Q1	–	Sell	-2,775	Closed	-$141K	–	284
2019 Q4	$141K	Buy	+2,775	New	+$134K	0.06%	149
2017 Q2	–	Sell	-5,975	Closed	-$281K	–	280
2017 Q1	$281K	Buy	+5,975	New	+$285K	0.07%	213

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 $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

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

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

Geode Capital Management

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return