Halpern Financial’s 3M MMM Stock Holding History

Halpern 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
2024 Q3	$23.8K	Hold	176	–	–	0.01%	117
2024 Q2	$18K	Sell	176 -34	-16%	-$3.31K	﹤0.01%	131
2024 Q1	$16.4K	Hold	210	–	–	﹤0.01%	145
2023 Q4	$19K	Hold	210	–	–	0.01%	147
2023 Q3	$16.5K	Sell	210 -24	-10%	-$2.06K	0.01%	132
2023 Q2	$19.6K	Sell	234 -6	-3%	-$510	0.01%	117
2023 Q1	$21.1K	Hold	240	–	–	0.01%	109
2022 Q4	$24.1K	Hold	240	–	–	0.01%	110
2022 Q3	$22.2K	Buy	240 +24	+11%	+$2.63K	0.01%	112
2022 Q2	$23.4K	Hold	216	–	–	0.01%	114
2022 Q1	$26.9K	Hold	216	–	–	0.01%	121
2021 Q4	$32.2K	Sell	216 -113	-34%	-$16.8K	0.01%	107
2021 Q3	$48.2K	Buy	329 +196	+147%	+$31.8K	0.02%	72
2021 Q2	$22K	Hold	133	–	–	0.01%	95
2021 Q1	$21.4K	Hold	133	–	–	0.01%	92
2020 Q4	$19.4K	Hold	133	–	–	0.01%	85
2020 Q3	$17.8K	Hold	133	–	–	0.01%	84
2020 Q2	$17.3K	Hold	133	–	–	0.01%	78
2020 Q1	$15.2K	Hold	133	–	–	0.01%	69
2019 Q4	$19.6K	Buy	+133	New	+$18.6K	0.02%	83

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Halpern Financial's MMM Position: Q3 2024 in Review

Halpern Financial held its 3M (MMM) position steady in Q3 2024 at 176 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #117.

Halpern Financial first reported a position in MMM in Q4 2019 and has held it in 20 quarters since. The position peaked at $48.2K in Q3 2021. 2,085 funds tracked by Wall St. Rank hold MMM as of Q3 2024.

Halpern Financial held 176 shares of 3M worth $23.8K as of Q3 2024.
Halpern Financial left its 3M share count unchanged in Q3 2024.
3M made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #117 holding.
Halpern Financial first reported a position in 3M in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's 3M position peaked at $48.2K in Q3 2021.
2,085 funds tracked by Wall St. Rank held 3M as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.