LGT Group Foundation’s 3M MMM Stock Holding History

LGT Group Foundation’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 Q4	–	Sell	-8,266	Closed	-$1.12M	–	295
2024 Q3	$1.12M	Sell	8,266 -762	-8%	-$93.3K	0.02%	207
2024 Q2	$923K	Sell	9,028 -6,106	-40%	-$595K	0.01%	205
2024 Q1	$1.34M	Sell	15,134 -61,299	-80%	-$5.08M	0.03%	183
2023 Q4	$7.01M	Sell	76,433 -525	-0.7%	-$42.1K	0.15%	117
2023 Q3	$5.81M	Sell	76,958 -1,004	-1%	-$86.2K	0.14%	125
2023 Q2	$6.52M	Buy	77,962 +5,322	+7%	+$452K	0.16%	124
2023 Q1	$6.38M	Sell	72,640 -18,893	-21%	-$1.78M	0.18%	120
2022 Q4	$9.18M	Sell	91,533 -3,415	-4%	-$348K	0.29%	88
2022 Q3	$8.77M	Sell	94,948 -52,153	-35%	-$5.72M	0.34%	71
2022 Q2	$15.9M	Sell	147,101 -97,038	-40%	-$11.7M	0.48%	52
2022 Q1	$30.6M	Sell	244,139 -23,294	-9%	-$3.1M	0.71%	29
2021 Q4	$39.7M	Buy	+267,433	New	+$39.8M	1.02%	21

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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