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YorkBridge Wealth Partners’s MetLife MET Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$831K Sell
11,481
-914
-7% -$65.5K 0.21% 94
2022
Q3 		$753K Buy
12,395
+262
+2% +$16.7K 0.19% 99
2022
Q2 		$762K Buy
12,133
+28
+0.2% +$1.85K 0.2% 96
2022
Q1 		$851K Sell
12,105
-64
-0.5% -$4.33K 0.19% 94
2021
Q4 		$760K Sell
12,169
-380
-3% -$23.8K 0.17% 100
2021
Q3 		$775K Buy
12,549
+908
+8% +$54.7K 0.2% 95
2021
Q2 		$697K Buy
11,641
+366
+3% +$23.2K 0.18% 103
2021
Q1 		$685K Buy
11,275
+1,999
+22% +$110K 0.2% 89
2020
Q4 		$436K Buy
9,276
+248
+3% +$10.7K 0.15% 114
2020
Q3 		$336K Sell
9,028
-93
-1% -$3.53K 0.14% 129
2020
Q2 		$333K Sell
9,121
-506
-5% -$17.6K 0.15% 121
2020
Q1 		$294K Buy
9,627
+90
+0.9% +$3.99K 0.18% 119
2019
Q4 		$486K Buy
9,537
+456
+5% +$22K 0.22% 107
2019
Q3 		$428K Buy
9,081
+186
+2% +$8.87K 0.22% 109
2019
Q2 		$442K Buy
8,895
+329
+4% +$15.5K 0.2% 105
2019
Q1 		$365K Buy
8,566
+224
+3% +$9.9K 0.17% 121
2018
Q4 		$343K Sell
8,342
-1,562
-16% -$67K 0.18% 119
2018
Q3 		$463K Sell
9,904
-28
-0.3% -$1.28K 0.21% 108
2018
Q2 		$433K Buy
9,932
+901
+10% +$42K 0.19% 112
2018
Q1 		$425K Buy
9,031
+1,279
+16% +$62.1K 0.2% 107
2017
Q4 		$356K Buy
7,752
+909
+13% +$47.9K 0.17% 124
2017
Q3 		$355K Sell
6,843
-621
-8% -$30.2K 0.18% 115
2017
Q2 		$374K Sell
7,464
-381
-5% -$17.7K 0.2% 107
2017
Q1 		$364K Buy
7,845
+164
+2% +$7.82K 0.19% 108
2016
Q4 		$380K Buy
+7,681
New +$352K 0.22% 97

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

YorkBridge Wealth Partners's MET Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its MetLife (MET) stake by 7.4% in Q4 2022, selling an estimated $65.5K and leaving 11,481 shares worth $831K. The position accounts for 0.21% of the portfolio, ranked #94.

YorkBridge Wealth Partners first reported a position in MET in Q4 2016 and has held it in 25 quarters since. The position peaked at $851K in Q1 2022. 1,314 funds tracked by Wall St. Rank hold MET as of Q4 2022.

  • YorkBridge Wealth Partners held 11,481 shares of MetLife worth $831K as of Q4 2022.
  • YorkBridge Wealth Partners sold 914 MetLife shares in Q4 2022, an estimated $65.5K.
  • MetLife made up 0.21% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #94 holding.
  • YorkBridge Wealth Partners first reported a position in MetLife in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's MetLife position peaked at $851K in Q1 2022.
  • 1,314 funds tracked by Wall St. Rank held MetLife as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.