NFG
MMM icon

NewFocus Financial Group’s 3M MMM Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.27M Buy
8,714
+891
+11% +$126K 0.38% 68
2020
Q3 		$1.05M Buy
7,823
+1,964
+34% +$264K 0.35% 66
2020
Q2 		$764K Buy
+5,859
New +$738K 0.27% 69

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewFocus Financial Group's MMM Position: Q4 2020 in Review

NewFocus Financial Group increased its 3M (MMM) stake by 11% in Q4 2020, buying an estimated $126K and bringing the position to 8,714 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #68.

NewFocus Financial Group first reported a position in MMM in Q2 2020 and has held it in 3 quarters since. 2,197 funds tracked by Wall St. Rank hold MMM as of Q4 2020.

  • NewFocus Financial Group held 8,714 shares of 3M worth $1.27M as of Q4 2020.
  • NewFocus Financial Group bought 891 3M shares in Q4 2020, an estimated $126K.
  • 3M made up 0.38% of NewFocus Financial Group's portfolio in Q4 2020, its #68 holding.
  • NewFocus Financial Group first reported a position in 3M in Q2 2020 and has held it in 3 quarters since.
  • 2,197 funds tracked by Wall St. Rank held 3M as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.