Disciplined Investments’s 3M MMM Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-331	Closed	-$27.7K	–	982
2023 Q2	$27.7K	Buy	331 +269	+434%	+$22.9K	0.01%	255
2023 Q1	$5.47K	Sell	62 -10	-14%	-$943	﹤0.01%	422
2022 Q4	$7.2K	Sell	72 -9	-11%	-$918	﹤0.01%	352
2022 Q3	$8K	Sell	81 -211	-72%	-$23.1K	﹤0.01%	378
2022 Q2	$32K	Sell	292 -239	-45%	-$28.9K	0.01%	265
2022 Q1	$66K	Buy	531 +426	+406%	+$56.6K	0.03%	199
2021 Q4	$16K	Hold	105	–	–	0.01%	327
2021 Q3	$15K	Hold	105	–	–	0.01%	286
2021 Q2	$17K	Buy	105 +97	+1,213%	+$16.2K	0.01%	277
2021 Q1	$1K	Buy	+8	New	+$1.2K	﹤0.01%	367
2020 Q4	–	Sell	-80	Closed	-$11K	–	375
2020 Q3	$11K	Sell	80 -9	-10%	-$1.21K	0.01%	253
2020 Q2	$12K	Hold	89	–	–	0.01%	260
2020 Q1	$10K	Buy	89 +9	+11%	+$1.18K	0.01%	273
2019 Q4	$12K	Buy	+80	New	+$11.2K	0.01%	279

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's MMM Position: Q3 2023 in Review

Disciplined Investments sold out of 3M (MMM) in Q3 2023, closing a stake of 331 shares — an estimated $27.7K sold.

Disciplined Investments first reported a position in MMM in Q4 2019 and held it in 14 quarters. The position peaked at $66K in Q1 2022. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

Disciplined Investments reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 331 3M shares in Q3 2023, an estimated $27.7K.
Disciplined Investments first reported a position in 3M in Q4 2019 and held it in 14 quarters.
Disciplined Investments's 3M position peaked at $66K in Q1 2022.
1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.