MPS Loria Financial Planners’s 3M MMM Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-1,014	Closed	-$163K	–	396
2021 Q1	$163K	Sell	1,014 -25	-2%	-$3.74K	0.08%	91
2020 Q4	$149K	Buy	1,039 +82	+9%	+$11.6K	0.07%	95
2020 Q3	$128K	Hold	957	–	–	0.07%	91
2020 Q2	$125K	Buy	+957	New	+$121K	0.07%	88
2017 Q3	–	Sell	-718	Closed	-$124K	–	240
2017 Q2	$124K	Buy	+718	New	+$120K	0.08%	100

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

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

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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

MPS Loria Financial Planners's MMM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of 3M (MMM) in Q2 2021, closing a stake of 1,014 shares — an estimated $163K sold.

MPS Loria Financial Planners first reported a position in MMM in Q2 2017 and held it in 5 quarters. The position peaked at $163K in Q1 2021. 2,278 funds tracked by Wall St. Rank hold MMM as of Q2 2021.

MPS Loria Financial Planners reported no remaining 3M position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 1,014 3M shares in Q2 2021, an estimated $163K.
MPS Loria Financial Planners first reported a position in 3M in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's 3M position peaked at $163K in Q1 2021.
2,278 funds tracked by Wall St. Rank held 3M as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.