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Andesa Financial Management’s 3M MMM Stock Holding History

Andesa Financial 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
2022
Q4 		– Sell
-2,392
Closed -$222K – 151
2022
Q3 		$222K Sell
2,392
-270
-10% -$29.6K 0.08% 143
2022
Q2 		$288K Sell
2,662
-1,292
-33% -$156K 0.18% 101
2022
Q1 		$492K Sell
3,954
-2,691
-40% -$358K 0.27% 82
2021
Q4 		$987K Sell
6,645
-285
-4% -$42.5K 0.49% 55
2021
Q3 		$1.02M Sell
6,930
-6,624
-49% -$1.07M 0.55% 54
2021
Q2 		$2.25M Sell
13,554
-131
-1% -$21.9K 0.68% 46
2021
Q1 		$2.21M Buy
13,685
+6,993
+104% +$1.05M 0.72% 44
2020
Q4 		$977K Sell
6,692
-6,574
-50% -$933K 0.64% 51
2020
Q3 		$1.78M Buy
13,266
+6,495
+96% +$874K 0.73% 45
2020
Q2 		$882K Sell
6,771
-775
-10% -$97.7K 0.78% 38
2020
Q1 		$862K Sell
7,546
-156
-2% -$20.5K 0.97% 33
2019
Q4 		$1.14M Sell
7,702
-84
-1% -$11.8K 0.99% 33
2019
Q3 		$1.07M Sell
7,786
-1,172
-13% -$164K 1.03% 30
2019
Q2 		$1.3M Sell
8,958
-8,075
-47% -$1.24M 1.23% 29
2019
Q1 		$2.96M Buy
17,033
+8,569
+101% +$1.44M 1.46% 22
2018
Q4 		$1.34M Sell
8,464
-1,576
-16% -$262K 1.6% 23
2018
Q3 		$1.77M Buy
10,040
+3,582
+55% +$617K 2.71% 12
2018
Q2 		$1.06M Buy
6,458
+311
+5% +$53.1K 1.72% 24
2018
Q1 		$1.13M Hold
6,147
– – 1.87% 22
2017
Q4 		$1.21M Buy
+6,147
New +$1.18M 1.79% 24

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Andesa Financial Management's MMM Position: Q4 2022 in Review

Andesa Financial Management sold out of 3M (MMM) in Q4 2022, closing a stake of 2,392 shares — an estimated $222K sold.

Andesa Financial Management first reported a position in MMM in Q4 2017 and held it in 20 quarters. The position peaked at $2.96M in Q1 2019. 2,085 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Andesa Financial Management reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • Andesa Financial Management sold 2,392 3M shares in Q4 2022, an estimated $222K.
  • Andesa Financial Management first reported a position in 3M in Q4 2017 and held it in 20 quarters.
  • Andesa Financial Management's 3M position peaked at $2.96M in Q1 2019.
  • 2,085 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Andesa Financial Management's 13F filing for Q4 2022, filed 10 Feb 2023.