Lucia Wealth Services’s 3M MMM Stock Holding History

Lucia Wealth Services’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 Q3	$63K	Sell	470 -29	-6%	-$3.9K	0.01%	154
2020 Q2	$65K	Hold	499	–	–	0.02%	149
2020 Q1	$57K	Hold	499	–	–	0.02%	162
2019 Q4	$74K	Sell	499 -143	-22%	-$20K	0.02%	143
2019 Q3	$88K	Sell	642 -415	-39%	-$58K	0.03%	121
2019 Q2	$153K	Hold	1,057	–	–	0.05%	114
2019 Q1	$184K	Buy	1,057 +965	+1,049%	+$162K	0.06%	124
2018 Q4	$15K	Sell	92 -1,141	-93%	-$189K	0.01%	157
2018 Q3	$217K	Buy	1,233 +12	+1%	+$2.07K	0.07%	142
2018 Q2	$201K	Buy	1,221 +5	+0.4%	+$853	0.09%	129
2018 Q1	$223K	Buy	1,216 +193	+19%	+$38.2K	0.07%	105
2017 Q4	$201K	Buy	+1,023	New	+$197K	0.09%	118

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

Lucia Wealth Services's MMM Position: Q3 2020 in Review

Lucia Wealth Services reduced its 3M (MMM) stake by 5.8% in Q3 2020, selling an estimated $3.9K and leaving 470 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #154.

Lucia Wealth Services first reported a position in MMM in Q4 2017 and has held it in 12 quarters since. The position peaked at $223K in Q1 2018. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

Lucia Wealth Services held 470 shares of 3M worth $63K as of Q3 2020.
Lucia Wealth Services sold 29 3M shares in Q3 2020, an estimated $3.9K.
3M made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #154 holding.
Lucia Wealth Services first reported a position in 3M in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's 3M position peaked at $223K in Q1 2018.
2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.