KA
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Kaizen Advisory’s 3M MMM Stock Holding History

Kaizen Advisory’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
2018
Q4 		$302K Buy
1,894
+157
+9% +$26.1K 0.21% 139
2018
Q3 		$306K Hold
1,737
– – 0.16% 142
2018
Q2 		$286K Buy
1,737
+1,053
+154% +$180K 0.15% 137
2018
Q1 		$126K Hold
684
– – 0.12% 117
2017
Q4 		$135K Buy
+684
New +$132K 0.08% 132

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kaizen Advisory's MMM Position: Q4 2018 in Review

Kaizen Advisory increased its 3M (MMM) stake by 9% in Q4 2018, buying an estimated $26.1K and bringing the position to 1,894 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #139.

Kaizen Advisory first reported a position in MMM in Q4 2017 and has held it in 5 quarters since. The position peaked at $306K in Q3 2018. 1,958 funds tracked by Wall St. Rank hold MMM as of Q4 2018.

  • Kaizen Advisory held 1,894 shares of 3M worth $302K as of Q4 2018.
  • Kaizen Advisory bought 157 3M shares in Q4 2018, an estimated $26.1K.
  • 3M made up 0.21% of Kaizen Advisory's portfolio in Q4 2018, its #139 holding.
  • Kaizen Advisory first reported a position in 3M in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's 3M position peaked at $306K in Q3 2018.
  • 1,958 funds tracked by Wall St. Rank held 3M as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.