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Berkeley Inc’s 3M MMM Stock Holding History

Berkeley Inc’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
-5,149
Closed -$403K – 78
2023
Q3 		$403K Sell
5,149
-3,463
-40% -$297K 0.28% 58
2023
Q2 		$721K Buy
8,612
+69
+0.8% +$5.86K 0.49% 44
2023
Q1 		$751K Sell
8,543
-338
-4% -$31.9K 0.54% 40
2022
Q4 		$890K Sell
8,881
-2,152
-20% -$219K 0.67% 38
2022
Q3 		$1.02M Sell
11,033
-8,386
-43% -$920K 0.86% 29
2022
Q2 		$2.1M Sell
19,419
-91
-0.5% -$11K 1.68% 17
2022
Q1 		$2.43M Sell
19,510
-3,580
-16% -$476K 1.7% 17
2021
Q4 		$3.43M Buy
23,090
+12,851
+126% +$1.91M 2.28% 12
2021
Q3 		$1.5M Buy
10,239
+1,343
+15% +$218K 1.11% 28
2021
Q2 		$1.48M Buy
8,896
+1,477
+20% +$246K 1.06% 29
2021
Q1 		$1.2M Buy
7,419
+17
+0.2% +$2.54K 0.89% 36
2020
Q4 		$1.08M Buy
+7,402
New +$1.05M 0.87% 37

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

Berkeley Inc's MMM Position: Q4 2023 in Review

Berkeley Inc sold out of 3M (MMM) in Q4 2023, closing a stake of 5,149 shares — an estimated $403K sold.

Berkeley Inc first reported a position in MMM in Q4 2020 and held it in 12 quarters. The position peaked at $3.43M in Q4 2021. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Berkeley Inc reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Berkeley Inc sold 5,149 3M shares in Q4 2023, an estimated $403K.
  • Berkeley Inc first reported a position in 3M in Q4 2020 and held it in 12 quarters.
  • Berkeley Inc's 3M position peaked at $3.43M in Q4 2021.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Berkeley Inc's 13F filing for Q4 2023, filed 4 Mar 2025.