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Barry Investment Advisors’s 3M MMM Stock Holding History

Barry Investment Advisors’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
Q4 		– Sell
-16,911
Closed -$1.32M – 115
2023
Q3 		$1.32M Sell
16,911
-26,151
-61% -$2.25M 0.48% 42
2023
Q2 		$3.6M Sell
43,062
-16,200
-27% -$1.38M 1.22% 32
2023
Q1 		$5.21M Buy
59,262
+1,055
+2% +$99.5K 1.71% 24
2022
Q4 		$5.84M Buy
58,207
+121
+0.2% +$12.3K 1.84% 24
2022
Q3 		$5.37M Buy
58,086
+2,193
+4% +$241K 1.84% 22
2022
Q2 		$6.05M Buy
55,893
+3,591
+7% +$434K 1.81% 23
2022
Q1 		$6.51M Sell
52,302
-430
-0.8% -$57.2K 1.73% 22
2021
Q4 		$7.83M Sell
52,732
-1,171
-2% -$174K 2.06% 21
2021
Q3 		$7.91M Sell
53,903
-454
-0.8% -$73.6K 2.19% 17
2021
Q2 		$9.03M Sell
54,357
-5,530
-9% -$923K 2.42% 12
2021
Q1 		$9.65M Sell
59,887
-504
-0.8% -$75.4K 2.65% 7
2020
Q4 		$8.83M Buy
60,391
+904
+2% +$128K 2.61% 12
2020
Q3 		$7.97M Sell
59,487
-259
-0.4% -$34.8K 2.74% 14
2020
Q2 		$7.79M Sell
59,746
-774
-1% -$97.5K 2.76% 11
2020
Q1 		$6.91M Buy
+60,520
New +$7.96M 3.42% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Barry Investment Advisors's MMM Position: Q4 2023 in Review

Barry Investment Advisors sold out of 3M (MMM) in Q4 2023, closing a stake of 16,911 shares — an estimated $1.32M sold.

Barry Investment Advisors first reported a position in MMM in Q1 2020 and held it in 15 quarters. The position peaked at $9.65M in Q1 2021. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Barry Investment Advisors reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Barry Investment Advisors sold 16,911 3M shares in Q4 2023, an estimated $1.32M.
  • Barry Investment Advisors first reported a position in 3M in Q1 2020 and held it in 15 quarters.
  • Barry Investment Advisors's 3M position peaked at $9.65M in Q1 2021.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Barry Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.