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Lee Financial’s 3M MMM Stock Holding History

Lee 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
-360
Closed -$32.9K – 567
2023
Q4 		$32.9K Buy
360
+121
+51% +$9.71K 0.01% 263
2023
Q3 		$18.7K Hold
239
– – ﹤0.01% 309
2023
Q2 		$20K Hold
239
– – ﹤0.01% 304
2023
Q1 		$21K Sell
239
-32
-12% -$3.02K ﹤0.01% 302
2022
Q4 		$27.2K Buy
271
+21
+8% +$2.14K ﹤0.01% 304
2022
Q3 		$23K Buy
250
+5
+2% +$548 ﹤0.01% 316
2022
Q2 		$27K Hold
245
– – 0.01% 299
2022
Q1 		$31K Sell
245
-12
-5% -$1.6K 0.01% 284
2021
Q4 		$38K Buy
257
+5
+2% +$745 0.01% 284
2021
Q3 		$37K Buy
252
+13
+5% +$2.11K 0.01% 258
2021
Q2 		$40K Sell
239
-239
-50% -$39.9K 0.01% 254
2021
Q1 		$77K Buy
478
+239
+100% +$35.8K 0.02% 196
2020
Q4 		$35K Hold
239
– – 0.01% 234
2020
Q3 		$32K Hold
239
– – 0.01% 268
2020
Q2 		$31K Buy
+239
New +$30.1K 0.01% 243
2018
Q3 		– Sell
-165
Closed -$27K – 610
2018
Q2 		$27K Buy
165
+1
+0.6% +$171 0.01% 310
2018
Q1 		$30K Buy
+164
New +$32.5K 0.01% 304
2017
Q3 		– Sell
-18
Closed -$3K – 511
2017
Q2 		$3K Buy
+18
New +$3.01K ﹤0.01% 443

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's MMM Position: Q1 2024 in Review

Lee Financial sold out of 3M (MMM) in Q1 2024, closing a stake of 360 shares — an estimated $32.9K sold.

Lee Financial first reported a position in MMM in Q2 2017 and held it in 18 quarters. The position peaked at $77K in Q1 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Lee Financial reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 360 3M shares in Q1 2024, an estimated $32.9K.
  • Lee Financial first reported a position in 3M in Q2 2017 and held it in 18 quarters.
  • Lee Financial's 3M position peaked at $77K in Q1 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.