Alethea Capital Management’s 3M MMM Stock Holding History

Alethea Capital Management’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
2018 Q1	–	Sell	-478	Closed	-$2K	–	101
2017 Q4	$2K	Buy	+478	New	+$92K	﹤0.01%	77

Other funds holding MMM

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Alethea Capital Management's MMM Position: Q4 2022 in Review

Alethea Capital Management sold out of 3M (MMM) in Q4 2022, closing a stake of 3,674 shares — an estimated $339K sold.

Alethea Capital Management first reported a position in MMM in Q4 2014 and held it in 29 quarters. The position peaked at $1.18M in Q4 2017. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Alethea Capital Management reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
Alethea Capital Management sold 3,674 3M shares in Q4 2022, an estimated $339K.
Alethea Capital Management first reported a position in 3M in Q4 2014 and held it in 29 quarters.
Alethea Capital Management's 3M position peaked at $1.18M in Q4 2017.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Alethea Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.