Hoertkorn Richard Charles’s 3M MMM Stock Holding History

Hoertkorn Richard Charles’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
2022 Q3	–	Sell	-807	Closed	-$87K	–	80
2022 Q2	$87K	Hold	807	–	–	0.05%	51
2022 Q1	$101K	Hold	807	–	–	0.04%	52
2021 Q4	$120K	Buy	807 +119	+17%	+$17.7K	0.05%	53
2021 Q3	$101K	Hold	688	–	–	0.05%	53
2021 Q2	$114K	Hold	688	–	–	0.05%	52
2021 Q1	$111K	Hold	688	–	–	0.05%	51
2020 Q4	$101K	Hold	688	–	–	0.06%	53
2020 Q3	$92K	Hold	688	–	–	0.06%	55
2020 Q2	$90K	Sell	688 -1,016	-60%	-$128K	0.06%	53
2020 Q1	$195K	Hold	1,704	–	–	0.16%	43
2019 Q4	$251K	Hold	1,704	–	–	0.15%	43
2019 Q3	$234K	Hold	1,704	–	–	0.15%	43
2019 Q2	$247K	Buy	1,704 +717	+73%	+$110K	0.16%	43
2019 Q1	$171K	Sell	987 -239	-19%	-$40.2K	0.11%	46
2018 Q4	$195K	Hold	1,226	–	–	0.14%	43
2018 Q3	$216K	Hold	1,226	–	–	0.13%	44
2018 Q2	$202K	Buy	1,226 +508	+71%	+$86.7K	0.12%	44
2018 Q1	$132K	Hold	718	–	–	0.08%	51
2017 Q4	$141K	Hold	718	–	–	0.08%	49
2017 Q3	$126K	Buy	+718	New	+$124K	0.08%	50
2016 Q1	–	Sell	-1,435	Closed	-$181K	–	96
2015 Q4	$181K	Hold	1,435	–	–	0.14%	50
2015 Q3	$170K	Hold	1,435	–	–	0.13%	51
2015 Q2	$185K	Hold	1,435	–	–	0.14%	47
2015 Q1	$198K	Hold	1,435	–	–	0.15%	48
2014 Q4	$197K	Buy	+1,435	New	+$184K	0.14%	48
2014 Q1	–	Sell	-837	Closed	-$98K	–	95
2013 Q4	$98K	Buy	+837	New	+$89.2K	0.08%	52

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Hoertkorn Richard Charles's MMM Position: Q3 2022 in Review

Hoertkorn Richard Charles sold out of 3M (MMM) in Q3 2022, closing a stake of 807 shares — an estimated $87K sold.

Hoertkorn Richard Charles first reported a position in MMM in Q4 2013 and held it in 26 quarters. The position peaked at $251K in Q4 2019. 2,022 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

Hoertkorn Richard Charles reported no remaining 3M position as of Q3 2022 after selling out during the quarter.
Hoertkorn Richard Charles sold 807 3M shares in Q3 2022, an estimated $87K.
Hoertkorn Richard Charles first reported a position in 3M in Q4 2013 and held it in 26 quarters.
Hoertkorn Richard Charles's 3M position peaked at $251K in Q4 2019.
2,022 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2022, filed 1 Nov 2022.