Lion Street Advisors’s 3M MMM Stock Holding History

Lion Street Advisors’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 Q3	–	Sell	-1,843	Closed	-$275K	–	286
2023 Q2	$275K	Buy	+1,843	New	+$157K	0.09%	180
2021 Q3	–	Sell	-158	Closed	-$26.2K	–	167
2021 Q2	$26.2K	Buy	+158	New	+$26.4K	0.95%	23
2020 Q2	–	Sell	-184	Closed	-$21K	–	255
2020 Q1	$21K	Buy	+184	New	+$24.2K	0.11%	92

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lion Street Advisors's MMM Position: Q3 2023 in Review

Lion Street Advisors sold out of 3M (MMM) in Q3 2023, closing a stake of 1,843 shares — an estimated $275K sold.

Lion Street Advisors first reported a position in MMM in Q1 2020 and held it in 3 quarters. The position peaked at $275K in Q2 2023. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

Lion Street Advisors reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
Lion Street Advisors sold 1,843 3M shares in Q3 2023, an estimated $275K.
Lion Street Advisors first reported a position in 3M in Q1 2020 and held it in 3 quarters.
Lion Street Advisors's 3M position peaked at $275K in Q2 2023.
1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Lion Street Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.