Naviter Wealth’s 3M MMM Stock Holding History

Naviter 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
2023 Q1	–	Sell	-3,580	Closed	-$344K	–	209
2022 Q4	$344K	Sell	3,580 -3,194	-47%	-$326K	0.09%	176
2022 Q3	$626K	Buy	6,774 +804	+13%	+$88.2K	0.26%	99
2022 Q2	$646K	Buy	+5,970	New	+$722K	0.27%	93

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naviter Wealth's MMM Position: Q1 2023 in Review

Naviter Wealth sold out of 3M (MMM) in Q1 2023, closing a stake of 3,580 shares — an estimated $344K sold.

Naviter Wealth first reported a position in MMM in Q2 2022 and held it in 3 quarters. The position peaked at $646K in Q2 2022. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

Naviter Wealth reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
Naviter Wealth sold 3,580 3M shares in Q1 2023, an estimated $344K.
Naviter Wealth first reported a position in 3M in Q2 2022 and held it in 3 quarters.
Naviter Wealth's 3M position peaked at $646K in Q2 2022.
1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.