BHPW
MMM icon

Beverly Hills Private Wealth’s 3M MMM Stock Holding History

Beverly Hills Private Wealth’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
2024
Q1 		– Sell
-9,347
Closed -$854K – 376
2023
Q4 		$854K Buy
9,347
+158
+2% +$12.7K 0.22% 103
2023
Q3 		$719K Buy
9,189
+5
+0.1% +$429 0.21% 103
2023
Q2 		$810K Buy
9,184
+167
+2% +$14.2K 0.13% 165
2023
Q1 		$792K Buy
+9,017
New +$850K 0.25% 101

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beverly Hills Private Wealth's MMM Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of 3M (MMM) in Q1 2024, closing a stake of 9,347 shares — an estimated $854K sold.

Beverly Hills Private Wealth first reported a position in MMM in Q1 2023 and held it in 4 quarters. The position peaked at $854K in Q4 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,347 3M shares in Q1 2024, an estimated $854K.
  • Beverly Hills Private Wealth first reported a position in 3M in Q1 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's 3M position peaked at $854K in Q4 2023.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.