MIA
MMM icon

Milestone Investment Advisors’s 3M MMM Stock Holding History

Milestone Investment 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
Q4 		– Sell
-773
Closed -$60.4K – 318
2023
Q3 		$60.4K Buy
+773
New +$66.4K 0.02% 183
2023
Q2 		– Sell
-768
Closed -$67.5K – 313
2023
Q1 		$67.5K Buy
+768
New +$72.4K 0.02% 178

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Milestone Investment Advisors's MMM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of 3M (MMM) in Q4 2023, closing a stake of 773 shares — an estimated $60.4K sold.

Milestone Investment Advisors first reported a position in MMM in Q1 2023 and held it in 2 quarters. The position peaked at $67.5K in Q1 2023. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 773 3M shares in Q4 2023, an estimated $60.4K.
  • Milestone Investment Advisors first reported a position in 3M in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's 3M position peaked at $67.5K in Q1 2023.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.