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Connectus Wealth’s 3M MMM Stock Holding History

Connectus 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 		$3.21M Sell
36,205
-8,521
-19% -$707K 0.09% 145
2023
Q4 		$4.09M Sell
44,726
-3,690
-8% -$296K 0.08% 184
2023
Q3 		$3.79M Sell
48,416
-3,030
-6% -$260K 0.08% 192
2023
Q2 		$4.31M Sell
51,446
-6,456
-11% -$548K 0.1% 153
2023
Q1 		$5.09M Buy
57,902
+6,272
+12% +$591K 0.13% 138
2022
Q4 		$5.18M Sell
51,630
-3,972
-7% -$405K 0.12% 140
2022
Q3 		$5.14M Buy
55,602
+376
+0.7% +$41.2K 0.11% 181
2022
Q2 		$5.98M Buy
55,226
+426
+0.8% +$51.5K 0.14% 139
2022
Q1 		$8.14M Sell
54,800
-13,488
-20% -$1.79M 0.26% 88
2021
Q4 		$10.1M Buy
+68,288
New +$10.2M 0.39% 51

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

Connectus Wealth's MMM Position: Q1 2024 in Review

Connectus Wealth reduced its 3M (MMM) stake by 19% in Q1 2024, selling an estimated $707K and leaving 36,205 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #145.

Connectus Wealth first reported a position in MMM in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.1M in Q4 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Connectus Wealth held 36,205 shares of 3M worth $3.21M as of Q1 2024.
  • Connectus Wealth sold 8,521 3M shares in Q1 2024, an estimated $707K.
  • 3M made up 0.09% of Connectus Wealth's portfolio in Q1 2024, its #145 holding.
  • Connectus Wealth first reported a position in 3M in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's 3M position peaked at $10.1M in Q4 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.