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Legacy Financial Strategies’s 3M MMM Stock Holding History

Legacy Financial Strategies’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
2020
Q2 		– Sell
-6,661
Closed -$760K – 61
2020
Q1 		$760K Buy
6,661
+1,450
+28% +$191K 0.72% 25
2019
Q4 		$769K Buy
5,211
+566
+12% +$79.3K 0.62% 36
2019
Q3 		$657K Buy
4,645
+359
+8% +$50.2K 0.58% 34
2019
Q2 		$606K Buy
4,286
+263
+7% +$40.5K 0.57% 37
2019
Q1 		$699K Buy
4,023
+424
+12% +$71.4K 0.6% 23
2018
Q4 		$573K Buy
3,599
+122
+4% +$20.3K 0.57% 23
2018
Q3 		$577K Buy
3,477
+559
+19% +$96.3K 0.59% 21
2018
Q2 		$480K Buy
2,918
+300
+11% +$51.2K 0.43% 45
2018
Q1 		$481K Buy
2,618
+692
+36% +$137K 0.47% 35
2017
Q4 		$379K Buy
+1,926
New +$371K 0.4% 49

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Financial Strategies's MMM Position: Q2 2020 in Review

Legacy Financial Strategies sold out of 3M (MMM) in Q2 2020, closing a stake of 6,661 shares — an estimated $760K sold.

Legacy Financial Strategies first reported a position in MMM in Q4 2017 and held it in 10 quarters. The position peaked at $769K in Q4 2019. 1,993 funds tracked by Wall St. Rank hold MMM as of Q2 2020.

  • Legacy Financial Strategies reported no remaining 3M position as of Q2 2020 after selling out during the quarter.
  • Legacy Financial Strategies sold 6,661 3M shares in Q2 2020, an estimated $760K.
  • Legacy Financial Strategies first reported a position in 3M in Q4 2017 and held it in 10 quarters.
  • Legacy Financial Strategies's 3M position peaked at $769K in Q4 2019.
  • 1,993 funds tracked by Wall St. Rank held 3M as of Q2 2020.

Based on Legacy Financial Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.