Aspen Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,790
| Closed | -$529K | – | 157 |
|
|
2023
Q4 | $529K | Buy |
5,790
+1,483
| +34% | +$119K | 0.3% | 88 |
|
|
2023
Q3 | $337K | Buy |
+4,307
| New | +$370K | 0.2% | 109 |
|
|
2022
Q2 | – | Sell |
-1,628
| Closed | -$203K | – | 146 |
|
|
2022
Q1 | $203K | Hold |
1,628
| – | – | 0.11% | 143 |
|
|
2021
Q4 | $242K | Hold |
1,628
| – | – | 0.12% | 131 |
|
|
2021
Q3 | $239K | Hold |
1,628
| – | – | 0.13% | 131 |
|
|
2021
Q2 | $270K | Hold |
1,628
| – | – | 0.14% | 133 |
|
|
2021
Q1 | $262K | Hold |
1,628
| – | – | 0.15% | 128 |
|
|
2020
Q4 | $238K | Hold |
1,628
| – | – | 0.14% | 126 |
|
|
2020
Q3 | $218K | Hold |
1,628
| – | – | 0.15% | 116 |
|
|
2020
Q2 | $212K | Buy |
+1,628
| New | +$205K | 0.15% | 110 |
|
|
2020
Q1 | – | Sell |
-1,628
| Closed | -$240K | – | 119 |
|
|
2019
Q4 | $240K | Hold |
1,628
| – | – | 0.15% | 123 |
|
|
2019
Q3 | $224K | Sell |
1,628
-119
| -7% | -$16.6K | 0.15% | 121 |
|
|
2019
Q2 | $253K | Hold |
1,747
| – | – | 0.17% | 119 |
|
|
2019
Q1 | $304K | Hold |
1,747
| – | – | 0.21% | 106 |
|
|
2018
Q4 | $278K | Hold |
1,747
| – | – | 0.22% | 107 |
|
|
2018
Q3 | $308K | Hold |
1,747
| – | – | 0.2% | 114 |
|
|
2018
Q2 | $287K | Hold |
1,747
| – | – | 0.2% | 119 |
|
|
2018
Q1 | $321K | Sell |
1,747
-479
| -22% | -$94.9K | 0.23% | 114 |
|
|
2017
Q4 | $438K | Hold |
2,226
| – | – | 0.31% | 93 |
|
|
2017
Q3 | $391K | Hold |
2,226
| – | – | 0.29% | 93 |
|
|
2017
Q2 | $387K | Hold |
2,226
| – | – | 0.29% | 89 |
|
|
2017
Q1 | $356K | Hold |
2,226
| – | – | 0.26% | 92 |
|
|
2016
Q4 | $332K | Hold |
2,226
| – | – | 0.25% | 92 |
|
|
2016
Q3 | $328K | Hold |
2,226
| – | – | 0.26% | 87 |
|
|
2016
Q2 | $326K | Hold |
2,226
| – | – | 0.27% | 81 |
|
|
2016
Q1 | $310K | Hold |
2,226
| – | – | 0.28% | 84 |
|
|
2015
Q4 | $280K | Hold |
2,226
| – | – | 0.28% | 94 |
|
|
2015
Q3 | $264K | Hold |
2,226
| – | – | 0.26% | 92 |
|
|
2015
Q2 | $287K | Hold |
2,226
| – | – | 0.24% | 93 |
|
|
2015
Q1 | $307K | Hold |
2,226
| – | – | 0.25% | 92 |
|
|
2014
Q4 | $306K | Buy |
2,226
+193
| +9% | +$24.8K | 0.26% | 91 |
|
|
2014
Q3 | $241K | Hold |
2,033
| – | – | 0.2% | 103 |
|
|
2014
Q2 | $244K | Hold |
2,033
| – | – | 0.15% | 117 |
|
|
2014
Q1 | $231K | Hold |
2,033
| – | – | 0.15% | 112 |
|
|
2013
Q4 | $238K | Hold |
2,033
| – | – | 0.16% | 113 |
|
|
2013
Q3 | $203K | Buy |
+2,033
| New | +$198K | 0.14% | 110 |
|
Other funds holding MMM
Aspen Investment Management's MMM Position: Q1 2024 in Review
Aspen Investment Management sold out of 3M (MMM) in Q1 2024, closing a stake of 5,790 shares — an estimated $529K sold.
Aspen Investment Management first reported a position in MMM in Q3 2013 and held it in 36 quarters. The position peaked at $529K in Q4 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.
- Aspen Investment Management reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
- Aspen Investment Management sold 5,790 3M shares in Q1 2024, an estimated $529K.
- Aspen Investment Management first reported a position in 3M in Q3 2013 and held it in 36 quarters.
- Aspen Investment Management's 3M position peaked at $529K in Q4 2023.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.
Based on Aspen Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.