Lipe & Dalton’s 3M MMM Stock Holding History

Lipe & Dalton’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	-134	Closed	-$15K	–	103
2020 Q1	$15K	Hold	134	–	–	0.01%	94
2019 Q4	$20K	Hold	134	–	–	0.01%	101
2019 Q3	$18K	Sell	134 -23	-15%	-$3.21K	0.01%	102
2019 Q2	$23K	Buy	+157	New	+$24.2K	0.02%	94

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lipe & Dalton's MMM Position: Q2 2020 in Review

Lipe & Dalton sold out of 3M (MMM) in Q2 2020, closing a stake of 134 shares — an estimated $15K sold.

Lipe & Dalton first reported a position in MMM in Q2 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 1,993 funds tracked by Wall St. Rank hold MMM as of Q2 2020.

Lipe & Dalton reported no remaining 3M position as of Q2 2020 after selling out during the quarter.
Lipe & Dalton sold 134 3M shares in Q2 2020, an estimated $15K.
Lipe & Dalton first reported a position in 3M in Q2 2019 and held it in 4 quarters.
Lipe & Dalton's 3M position peaked at $23K in Q2 2019.
1,993 funds tracked by Wall St. Rank held 3M as of Q2 2020.

Based on Lipe & Dalton's 13F filing for Q2 2020, filed 7 Aug 2020.