INVST’s 3M MMM Stock Holding History

INVST’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 Q4	–	Sell	-6,495	Closed	-$953K	–	204
2021 Q3	$953K	Buy	6,495 +575	+10%	+$93.2K	0.15%	76
2021 Q2	$987K	Buy	5,920 +945	+19%	+$158K	0.16%	74
2021 Q1	$820K	Buy	+4,975	New	+$745K	0.14%	80

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

INVST's MMM Position: Q4 2021 in Review

INVST sold out of 3M (MMM) in Q4 2021, closing a stake of 6,495 shares — an estimated $953K sold.

INVST first reported a position in MMM in Q1 2021 and held it in 3 quarters. The position peaked at $987K in Q2 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

INVST reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
INVST sold 6,495 3M shares in Q4 2021, an estimated $953K.
INVST first reported a position in 3M in Q1 2021 and held it in 3 quarters.
INVST's 3M position peaked at $987K in Q2 2021.
2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on INVST's 13F filing for Q4 2021, filed 25 Feb 2022.