Institutional & Family Asset Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.16M | Sell |
40,747
-7,231
| -15% | -$705K | 0.64% | 52 |
|
|
2024
Q1 | $4.25M | Buy |
47,978
+39,816
| +488% | +$3.3M | 0.68% | 59 |
|
|
2023
Q4 | $746K | Sell |
8,162
-34,025
| -81% | -$2.73M | 0.12% | 109 |
|
|
2023
Q3 | $3.3M | Buy |
42,187
+490
| +1% | +$42.1K | 0.54% | 64 |
|
|
2023
Q2 | $3.49M | Buy |
41,697
+984
| +2% | +$83.6K | 0.57% | 62 |
|
|
2023
Q1 | $3.58M | Buy |
40,713
+17,680
| +77% | +$1.67M | 0.59% | 61 |
|
|
2022
Q4 | $2.31M | Sell |
23,033
-17,998
| -44% | -$1.84M | 0.38% | 67 |
|
|
2022
Q3 | $3.79M | Buy |
41,031
+8,963
| +28% | +$983K | 0.67% | 50 |
|
|
2022
Q2 | $3.47M | Buy |
32,068
+1,821
| +6% | +$220K | 0.6% | 58 |
|
|
2022
Q1 | $3.77M | Buy |
30,247
+451
| +2% | +$60K | 0.59% | 58 |
|
|
2021
Q4 | $4.42M | Buy |
29,796
+1,966
| +7% | +$293K | 0.69% | 35 |
|
|
2021
Q3 | $4.08M | Buy |
27,830
+384
| +1% | +$62.2K | 0.65% | 43 |
|
|
2021
Q2 | $4.56M | Buy |
27,446
+2,918
| +12% | +$487K | 0.75% | 26 |
|
|
2021
Q1 | $3.95M | Sell |
24,528
-1,065
| -4% | -$159K | 0.76% | 27 |
|
|
2020
Q4 | $3.74M | Sell |
25,593
-288
| -1% | -$40.9K | 0.79% | 27 |
|
|
2020
Q3 | $3.47M | Sell |
25,881
-3,870
| -13% | -$521K | 0.81% | 26 |
|
|
2020
Q2 | $3.88M | Sell |
29,751
-580
| -2% | -$73.1K | 0.8% | 27 |
|
|
2020
Q1 | $3.46M | Buy |
30,331
+3,309
| +12% | +$435K | 0.8% | 33 |
|
|
2019
Q4 | $3.99M | Buy |
27,022
+2,332
| +9% | +$327K | 0.84% | 27 |
|
|
2019
Q3 | $3.39M | Buy |
24,690
+1,190
| +5% | +$166K | 0.75% | 47 |
|
|
2019
Q2 | $3.41M | Sell |
23,500
-800
| -3% | -$123K | 0.74% | 52 |
|
|
2019
Q1 | $4.22M | Buy |
24,300
+156
| +0.6% | +$26.3K | 0.89% | 24 |
|
|
2018
Q4 | $3.85M | Sell |
24,144
-1,090
| -4% | -$181K | 0.86% | 27 |
|
|
2018
Q3 | $4.45M | Buy |
25,234
+2,796
| +12% | +$482K | 0.88% | 27 |
|
|
2018
Q2 | $3.69M | Buy |
22,438
+2,549
| +13% | +$435K | 0.77% | 32 |
|
|
2018
Q1 | $3.65M | Sell |
19,889
-2,848
| -13% | -$564K | 0.77% | 32 |
|
|
2017
Q4 | $4.47M | Buy |
22,737
+3,139
| +16% | +$604K | 0.86% | 39 |
|
|
2017
Q3 | $3.44M | Sell |
19,598
-363
| -2% | -$62.9K | 0.69% | 57 |
|
|
2017
Q2 | $3.48M | Sell |
19,961
-1,535
| -7% | -$257K | 0.85% | 47 |
|
|
2017
Q1 | $3.44M | Sell |
21,496
-3,939
| -15% | -$604K | 1.07% | 49 |
|
|
2016
Q4 | $3.8M | Buy |
25,435
+445
| +2% | +$64.2K | 1.2% | 33 |
|
|
2016
Q3 | $3.68M | Buy |
24,990
+1,861
| +8% | +$278K | 1.22% | 24 |
|
|
2016
Q2 | $3.39M | Buy |
23,129
+2,065
| +10% | +$291K | 1.18% | 26 |
|
|
2016
Q1 | $2.65M | Sell |
21,064
-47
| -0.2% | -$6.04K | 0.99% | 40 |
|
|
2015
Q4 | $2.66M | Buy |
+21,111
| New | +$2.71M | 0.99% | 40 |
|
Other funds holding MMM
Institutional & Family Asset Management's MMM Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its 3M (MMM) stake by 15% in Q2 2024, selling an estimated $705K and leaving 40,747 shares worth $4.16M. The position accounts for 0.64% of the portfolio, ranked #52.
Institutional & Family Asset Management first reported a position in MMM in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.56M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.
- Institutional & Family Asset Management held 40,747 shares of 3M worth $4.16M as of Q2 2024.
- Institutional & Family Asset Management sold 7,231 3M shares in Q2 2024, an estimated $705K.
- 3M made up 0.64% of Institutional & Family Asset Management's portfolio in Q2 2024, its #52 holding.
- Institutional & Family Asset Management first reported a position in 3M in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's 3M position peaked at $4.56M in Q2 2021.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.