MFW
MMM icon

Mosaic Family Wealth’s 3M MMM Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$546K Sell
3,675
-218
-6% -$32.5K 0.14% 98
2021
Q3 		$571K Buy
3,893
+617
+19% +$100K 0.16% 92
2021
Q2 		$544K Buy
3,276
+7
+0.2% +$1.17K 0.16% 90
2021
Q1 		$527K Buy
3,269
+24
+0.7% +$3.59K 0.15% 87
2020
Q4 		$474K Buy
3,245
+378
+13% +$53.7K 0.16% 90
2020
Q3 		$384K Buy
2,867
+400
+16% +$53.8K 0.14% 93
2020
Q2 		$322K Buy
2,467
+61
+3% +$7.69K 0.13% 99
2020
Q1 		$275K Sell
2,406
-98
-4% -$12.9K 0.14% 97
2019
Q4 		$370K Sell
2,504
-691
-22% -$96.8K 0.15% 97
2019
Q3 		$439K Buy
3,195
+108
+3% +$15.1K 0.18% 90
2019
Q2 		$447K Buy
3,087
+188
+6% +$28.9K 0.19% 88
2019
Q1 		$504K Buy
2,899
+17
+0.6% +$2.86K 0.2% 71
2018
Q4 		$459K Buy
2,882
+8
+0.3% +$1.33K 0.19% 71
2018
Q3 		$477K Buy
2,874
+349
+14% +$60.1K 0.2% 78
2018
Q2 		$415K Buy
2,525
+187
+8% +$31.9K 0.16% 93
2018
Q1 		$429K Buy
2,338
+88
+4% +$17.4K 0.16% 86
2017
Q4 		$443K Sell
2,250
-1,096
-33% -$211K 0.16% 99
2017
Q3 		$587K Buy
3,346
+305
+10% +$52.9K 0.23% 79
2017
Q2 		$529K Buy
3,041
+437
+17% +$73.1K 0.22% 84
2017
Q1 		$416K Sell
2,604
-83
-3% -$12.7K 0.18% 101
2016
Q4 		$401K Buy
2,687
+1
+0% +$144 0.18% 104
2016
Q3 		$396K Buy
2,686
+195
+8% +$29.1K 0.18% 101
2016
Q2 		$365K Sell
2,491
-55
-2% -$7.75K 0.18% 112
2016
Q1 		$354K Buy
2,546
+338
+15% +$43.4K 0.17% 106
2015
Q4 		$278K Buy
+2,208
New +$284K 0.12% 121

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mosaic Family Wealth's MMM Position: Q4 2021 in Review

Mosaic Family Wealth reduced its 3M (MMM) stake by 5.6% in Q4 2021, selling an estimated $32.5K and leaving 3,675 shares worth $546K. The position accounts for 0.14% of the portfolio, ranked #98.

Mosaic Family Wealth first reported a position in MMM in Q4 2015 and has held it in 25 quarters since. The position peaked at $587K in Q3 2017. 2,353 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Mosaic Family Wealth held 3,675 shares of 3M worth $546K as of Q4 2021.
  • Mosaic Family Wealth sold 218 3M shares in Q4 2021, an estimated $32.5K.
  • 3M made up 0.14% of Mosaic Family Wealth's portfolio in Q4 2021, its #98 holding.
  • Mosaic Family Wealth first reported a position in 3M in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's 3M position peaked at $587K in Q3 2017.
  • 2,353 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.