EWF
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Epstein & White Financial’s 3M MMM Stock Holding History

Epstein & White Financial’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
Q2 		$310K Buy
1,861
+50
+3% +$8.34K 0.08% 65
2021
Q1 		$294K Sell
1,811
-122
-6% -$18.3K 0.09% 59
2020
Q4 		$284K Sell
1,933
-701
-27% -$99.5K 0.09% 62
2020
Q3 		$349K Buy
2,634
+6
+0.2% +$807 0.12% 40
2020
Q2 		$340K Buy
2,628
+656
+33% +$82.7K 0.13% 42
2020
Q1 		$221K Sell
1,972
-4,587
-70% -$603K 0.09% 70
2019
Q4 		$975K Buy
6,559
+203
+3% +$28.4K 0.43% 24
2019
Q3 		$869K Buy
6,356
+885
+16% +$124K 0.42% 27
2019
Q2 		$772K Buy
5,471
+1,964
+56% +$302K 0.41% 26
2019
Q1 		$608K Buy
3,507
+1,731
+97% +$291K 0.35% 32
2018
Q4 		$284K Buy
1,776
+92
+5% +$15.3K 0.18% 53
2018
Q3 		$298K Sell
1,684
-37
-2% -$6.37K 0.2% 56
2018
Q2 		$284K Sell
1,721
-213
-11% -$36.4K 0.21% 77
2018
Q1 		$355K Buy
1,934
+239
+14% +$47.4K 0.23% 69
2017
Q4 		$346K Buy
+1,695
New +$326K 0.2% 72

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's MMM Position: Q2 2021 in Review

Epstein & White Financial increased its 3M (MMM) stake by 2.8% in Q2 2021, buying an estimated $8.34K and bringing the position to 1,861 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #65.

Epstein & White Financial first reported a position in MMM in Q4 2017 and has held it in 15 quarters since. The position peaked at $975K in Q4 2019. 2,279 funds tracked by Wall St. Rank hold MMM as of Q2 2021.

  • Epstein & White Financial held 1,861 shares of 3M worth $310K as of Q2 2021.
  • Epstein & White Financial bought 50 3M shares in Q2 2021, an estimated $8.34K.
  • 3M made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #65 holding.
  • Epstein & White Financial first reported a position in 3M in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's 3M position peaked at $975K in Q4 2019.
  • 2,279 funds tracked by Wall St. Rank held 3M as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.