KPW
MMM icon

Kore Private Wealth’s 3M MMM Stock Holding History

Kore Private Wealth’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
2022
Q3 		$229K Sell
2,475
-95
-4% -$10.4K 0.04% 227
2022
Q2 		$278K Sell
2,570
-61
-2% -$7.37K 0.04% 230
2022
Q1 		$328K Buy
2,631
+93
+4% +$12.4K 0.04% 228
2021
Q4 		$377K Buy
2,538
+75
+3% +$11.2K 0.05% 209
2021
Q3 		$361K Sell
2,463
-14
-0.6% -$2.27K 0.04% 294
2021
Q2 		$411K Buy
2,477
+1
+0% +$167 0.05% 253
2021
Q1 		$399K Sell
2,476
-161
-6% -$24.1K 0.05% 218
2020
Q4 		$385K Buy
2,637
+162
+7% +$23K 0.06% 197
2020
Q3 		$331K Sell
2,475
-10
-0.4% -$1.34K 0.06% 184
2020
Q2 		$324K Sell
2,485
-305
-11% -$38.4K 0.07% 173
2020
Q1 		$318K Sell
2,790
-327
-10% -$43K 0.08% 159
2019
Q4 		$460K Buy
3,117
+127
+4% +$17.8K 0.09% 144
2019
Q3 		$395K Hold
2,990
– – 0.09% 146
2019
Q2 		$433K Sell
2,990
-305
-9% -$47K 0.1% 141
2019
Q1 		$572K Sell
3,295
-37
-1% -$6.23K 0.13% 114
2018
Q4 		$531K Buy
+3,332
New +$553K 0.15% 118

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kore Private Wealth's MMM Position: Q3 2022 in Review

Kore Private Wealth reduced its 3M (MMM) stake by 3.7% in Q3 2022, selling an estimated $10.4K and leaving 2,475 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #227.

Kore Private Wealth first reported a position in MMM in Q4 2018 and has held it in 16 quarters since. The position peaked at $572K in Q1 2019. 2,023 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

  • Kore Private Wealth held 2,475 shares of 3M worth $229K as of Q3 2022.
  • Kore Private Wealth sold 95 3M shares in Q3 2022, an estimated $10.4K.
  • 3M made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #227 holding.
  • Kore Private Wealth first reported a position in 3M in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's 3M position peaked at $572K in Q1 2019.
  • 2,023 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.