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Berman Capital Advisors’s 3M MMM Stock Holding History

Berman Capital 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
2021
Q3 		$570K Buy
3,887
+727
+23% +$118K 0.09% 121
2021
Q2 		$524K Buy
3,160
+361
+13% +$60.2K 0.08% 114
2021
Q1 		$450K Buy
2,799
+364
+15% +$54.5K 0.09% 106
2020
Q4 		$355K Buy
2,435
+26
+1% +$3.69K 0.09% 107
2020
Q3 		$322K Buy
2,409
+1,141
+90% +$153K 0.09% 94
2020
Q2 		$164K Buy
1,268
+449
+55% +$56.6K 0.04% 162
2020
Q1 		$93K Buy
819
+292
+55% +$38.4K 0.03% 207
2019
Q4 		$77K Sell
527
-83
-14% -$11.6K 0.02% 256
2019
Q3 		$83K Buy
610
+245
+67% +$34.3K 0.03% 233
2019
Q2 		$52K Sell
365
-268
-42% -$41.3K 0.02% 295
2019
Q1 		$109K Buy
633
+134
+27% +$22.6K 0.04% 185
2018
Q4 		$79K Buy
+499
New +$82.8K 0.03% 204

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's MMM Position: Q3 2021 in Review

Berman Capital Advisors increased its 3M (MMM) stake by 23% in Q3 2021, buying an estimated $118K and bringing the position to 3,887 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #121.

Berman Capital Advisors first reported a position in MMM in Q4 2018 and has held it in 12 quarters since. 2,213 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • Berman Capital Advisors held 3,887 shares of 3M worth $570K as of Q3 2021.
  • Berman Capital Advisors bought 727 3M shares in Q3 2021, an estimated $118K.
  • 3M made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #121 holding.
  • Berman Capital Advisors first reported a position in 3M in Q4 2018 and has held it in 12 quarters since.
  • 2,213 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.