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Alan B. Lancz & Associates’s 3M MMM Stock Holding History

Alan B. Lancz & Associates’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,109
Closed -$185K – 162
2023
Q1 		$185K Hold
2,109
– – 0.19% 127
2022
Q4 		$228K Sell
2,109
-6,679
-76% -$681K 0.23% 117
2022
Q3 		$812K Hold
8,788
– – 0.96% 23
2022
Q2 		$1.05M Sell
8,788
-445
-5% -$53.8K 1.04% 22
2022
Q1 		$1.15M Buy
9,233
+3,109
+51% +$413K 1.02% 22
2021
Q4 		$909K Buy
+6,124
New +$912K 0.79% 29

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alan B. Lancz & Associates's MMM Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of 3M (MMM) in Q2 2023, closing a stake of 2,109 shares — an estimated $185K sold.

Alan B. Lancz & Associates first reported a position in MMM in Q4 2021 and held it in 6 quarters. The position peaked at $1.15M in Q1 2022. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 2,109 3M shares in Q2 2023, an estimated $185K.
  • Alan B. Lancz & Associates first reported a position in 3M in Q4 2021 and held it in 6 quarters.
  • Alan B. Lancz & Associates's 3M position peaked at $1.15M in Q1 2022.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.