Moody Lynn & Lieberson’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,468
| Closed | -$317K | – | 243 |
|
|
2023
Q4 | $317K | Buy |
3,468
+320
| +10% | +$25.7K | 0.02% | 193 |
|
|
2023
Q3 | $246K | Hold |
3,148
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $263K | Sell |
3,148
-2,212
| -41% | -$188K | 0.02% | 195 |
|
|
2023
Q1 | $471K | Sell |
5,360
-50
| -0.9% | -$4.71K | 0.04% | 157 |
|
|
2022
Q4 | $542K | Hold |
5,410
| – | – | 0.05% | 152 |
|
|
2022
Q3 | $500K | Sell |
5,410
-113
| -2% | -$12.4K | 0.05% | 142 |
|
|
2022
Q2 | $598K | Sell |
5,523
-718
| -12% | -$86.8K | 0.05% | 137 |
|
|
2022
Q1 | $777K | Buy |
6,241
+1
| +0% | +$133 | 0.06% | 131 |
|
|
2021
Q4 | $927K | Sell |
6,240
-1,136
| -15% | -$169K | 0.06% | 125 |
|
|
2021
Q3 | $1.08M | Sell |
7,376
-17,225
| -70% | -$2.79M | 0.08% | 110 |
|
|
2021
Q2 | $4.09M | Sell |
24,601
-5,631
| -19% | -$940K | 0.31% | 72 |
|
|
2021
Q1 | $4.87M | Buy |
30,232
+24,130
| +395% | +$3.61M | 0.4% | 61 |
|
|
2020
Q4 | $892K | Hold |
6,102
| – | – | 0.08% | 117 |
|
|
2020
Q3 | $817K | Sell |
6,102
-13
| -0.2% | -$1.75K | 0.08% | 112 |
|
|
2020
Q2 | $798K | Hold |
6,115
| – | – | 0.09% | 102 |
|
|
2020
Q1 | $698 | Buy |
6,115
+219
| +4% | +$28.8K | 0.1% | 89 |
|
|
2019
Q4 | $870K | Hold |
5,896
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $810K | Sell |
5,896
-598
| -9% | -$83.6K | 0.09% | 105 |
|
|
2019
Q2 | $941K | Sell |
6,494
-2,365
| -27% | -$364K | 0.1% | 107 |
|
|
2019
Q1 | $1.54M | Sell |
8,859
-20,366
| -70% | -$3.43M | 0.18% | 84 |
|
|
2018
Q4 | $4.66M | Buy |
29,225
+1,257
| +4% | +$209K | 0.63% | 52 |
|
|
2018
Q3 | $4.93M | Sell |
27,968
-207
| -0.7% | -$35.7K | 0.52% | 59 |
|
|
2018
Q2 | $4.63M | Sell |
28,175
-375
| -1% | -$64K | 0.55% | 52 |
|
|
2018
Q1 | $5.24M | Sell |
28,550
-32
| -0.1% | -$6.34K | 0.63% | 46 |
|
|
2017
Q4 | $6.01M | Sell |
28,582
-203
| -0.7% | -$39.1K | 0.64% | 48 |
|
|
2017
Q3 | $5.05M | Sell |
28,785
-921
| -3% | -$160K | 0.61% | 52 |
|
|
2017
Q2 | $5.17M | Buy |
29,706
+8,593
| +41% | +$1.44M | 0.68% | 48 |
|
|
2017
Q1 | $3.38M | Buy |
21,113
+301
| +1% | +$46.2K | 0.47% | 59 |
|
|
2016
Q4 | $3.11M | Sell |
20,812
-1,011
| -5% | -$146K | 0.45% | 58 |
|
|
2016
Q3 | $3.22M | Buy |
21,823
+18
| +0.1% | +$2.69K | 0.53% | 58 |
|
|
2016
Q2 | $3.19M | Buy |
21,805
+139
| +0.6% | +$19.6K | 0.57% | 49 |
|
|
2016
Q1 | $3.02M | Buy |
21,666
+5,619
| +35% | +$722K | 0.48% | 63 |
|
|
2015
Q4 | $2.02M | Buy |
16,047
+233
| +1% | +$29.9K | 0.32% | 76 |
|
|
2015
Q3 | $1.87M | Sell |
15,814
-2,046
| -11% | -$252K | 0.36% | 65 |
|
|
2015
Q2 | $2.3M | Sell |
17,860
-34,434
| -66% | -$4.62M | 0.37% | 73 |
|
|
2015
Q1 | $7.21M | Buy |
52,294
+5,361
| +11% | +$739K | 1.15% | 30 |
|
|
2014
Q4 | $6.45M | Sell |
46,933
-7,414
| -14% | -$952K | 0.92% | 41 |
|
|
2014
Q3 | $6.44M | Sell |
54,347
-30,442
| -36% | -$3.66M | 0.96% | 36 |
|
|
2014
Q2 | $10.2M | Buy |
84,789
+21,638
| +34% | +$2.54M | 1.39% | 25 |
|
|
2014
Q1 | $7.16M | Sell |
63,151
-74,201
| -54% | -$8.24M | 1.04% | 36 |
|
|
2013
Q4 | $16.1M | Buy |
137,352
+12,976
| +10% | +$1.38M | 2.19% | 3 |
|
|
2013
Q3 | $12.4M | Buy |
+124,376
| New | +$12.1M | 1.92% | 7 |
|
Other funds holding MMM
Moody Lynn & Lieberson's MMM Position: Q1 2024 in Review
Moody Lynn & Lieberson sold out of 3M (MMM) in Q1 2024, closing a stake of 3,468 shares — an estimated $317K sold.
Moody Lynn & Lieberson first reported a position in MMM in Q3 2013 and held it in 42 quarters. The position peaked at $16.1M in Q4 2013. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.
- Moody Lynn & Lieberson reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
- Moody Lynn & Lieberson sold 3,468 3M shares in Q1 2024, an estimated $317K.
- Moody Lynn & Lieberson first reported a position in 3M in Q3 2013 and held it in 42 quarters.
- Moody Lynn & Lieberson's 3M position peaked at $16.1M in Q4 2013.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2024, filed 23 Apr 2024.