Keebeck Wealth Management’s 3M MMM Stock Holding History

Keebeck Wealth Management’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
2023 Q1	–	Sell	-2,117	Closed	-$212K	–	256
2022 Q4	$212K	Buy	+2,117	New	+$216K	0.04%	227
2022 Q3	–	Sell	-2,144	Closed	-$232K	–	236
2022 Q2	$232K	Sell	2,144 -5,338	-71%	-$645K	0.04%	211
2022 Q1	$931K	Hold	7,482	–	–	0.15%	117
2021 Q4	$1.11M	Sell	7,482 -599	-7%	-$89.2K	0.2%	101
2021 Q3	$1.19M	Sell	8,081 -258	-3%	-$41.8K	0.23%	92
2021 Q2	$1.39M	Buy	8,339 +598	+8%	+$99.8K	0.2%	94
2021 Q1	$1.25M	Hold	7,741	–	–	0.19%	88
2020 Q4	$1.13M	Sell	7,741 -205	-3%	-$29.1K	0.2%	83
2020 Q3	$1.06M	Buy	7,946 +463	+6%	+$62.3K	0.22%	74
2020 Q2	$976K	Hold	7,483	–	–	0.31%	65
2020 Q1	$854K	Buy	7,483 +1	+0%	+$132	0.36%	60
2019 Q4	$1.1M	Buy	+7,482	New	+$1.05M	0.35%	59

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Keebeck Wealth Management's MMM Position: Q1 2023 in Review

Keebeck Wealth Management sold out of 3M (MMM) in Q1 2023, closing a stake of 2,117 shares — an estimated $212K sold.

Keebeck Wealth Management first reported a position in MMM in Q4 2019 and held it in 12 quarters. The position peaked at $1.39M in Q2 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

Keebeck Wealth Management reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
Keebeck Wealth Management sold 2,117 3M shares in Q1 2023, an estimated $212K.
Keebeck Wealth Management first reported a position in 3M in Q4 2019 and held it in 12 quarters.
Keebeck Wealth Management's 3M position peaked at $1.39M in Q2 2021.
1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Keebeck Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.