Wakefield Asset Management’s MetLife MET Stock Holding History

Wakefield Asset 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
2023 Q1	–	Sell	-39,229	Closed	-$2.84M	–	190
2022 Q4	$2.84M	Sell	39,229 -8,052	-17%	-$577K	1.2%	20
2022 Q3	$2.87M	Sell	47,281 -517	-1%	-$33K	1.32%	10
2022 Q2	$3M	Sell	47,798 -1	-0%	-$66	1.29%	11
2022 Q1	$3.36M	Sell	47,799 -10	-0%	-$676	1.21%	17
2021 Q4	$2.99M	Buy	47,809 +383	+0.8%	+$24K	1.03%	30
2021 Q3	$2.93M	Buy	+47,426	New	+$2.86M	1.1%	22
2019 Q4	–	Sell	-4,315	Closed	-$203K	–	179
2019 Q3	$203K	Sell	4,315 -147	-3%	-$7.01K	0.09%	146
2019 Q2	$222K	Buy	4,462 +3,870	+654%	+$182K	0.09%	144
2019 Q1	$25K	Sell	592 -1,899	-76%	-$84K	0.01%	179
2018 Q4	$102K	Sell	2,491 -5,254	-68%	-$225K	0.04%	164
2018 Q3	$362K	Buy	+7,745	New	+$354K	0.14%	88

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return