Joule Financial’s 3M MMM Stock Holding History

Joule 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 Q1	–	Sell	-4,908	Closed	-$449K	–	114
2023 Q4	$449K	Buy	4,908 +299	+6%	+$24K	0.21%	62
2023 Q3	$361K	Buy	4,609 +395	+9%	+$33.9K	0.18%	70
2023 Q2	$353K	Buy	+4,214	New	+$358K	0.18%	67

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joule Financial's MMM Position: Q1 2024 in Review

Joule Financial sold out of 3M (MMM) in Q1 2024, closing a stake of 4,908 shares — an estimated $449K sold.

Joule Financial first reported a position in MMM in Q2 2023 and held it in 3 quarters. The position peaked at $449K in Q4 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Joule Financial reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
Joule Financial sold 4,908 3M shares in Q1 2024, an estimated $449K.
Joule Financial first reported a position in 3M in Q2 2023 and held it in 3 quarters.
Joule Financial's 3M position peaked at $449K in Q4 2023.
1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Joule Financial's 13F filing for Q1 2024, filed 1 May 2024.