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Next Financial Group’s 3M MMM Stock Holding History

Next 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
2021
Q4 		$692K Sell
4,657
-3,357
-42% -$500K 0.05% 420
2021
Q3 		$1.18M Sell
8,014
-6,891
-46% -$1.12M 0.09% 238
2021
Q2 		$2.48M Buy
14,905
+7,490
+101% +$1.25M 0.2% 120
2021
Q1 		$1.19M Buy
7,415
+2,655
+56% +$397K 0.11% 216
2020
Q4 		$695K Sell
4,760
-8
-0.2% -$1.14K 0.07% 286
2020
Q3 		$639K Sell
4,768
-331
-6% -$44.5K 0.07% 281
2020
Q2 		$665K Sell
5,099
-977
-16% -$123K 0.08% 247
2020
Q1 		$693K Buy
6,076
+1,386
+30% +$182K 0.09% 208
2019
Q4 		$692K Sell
4,690
-1,203
-20% -$168K 0.07% 288
2019
Q3 		$810K Buy
5,893
+444
+8% +$62.1K 0.09% 262
2019
Q2 		$790K Buy
5,449
+3,287
+152% +$506K 0.08% 266
2019
Q1 		$376K Sell
2,162
-5,900
-73% -$993K 0.1% 187
2018
Q4 		$1.28M Buy
8,062
+4,863
+152% +$807K 0.27% 96
2018
Q3 		$564K Sell
3,199
-4,217
-57% -$726K 0.26% 83
2018
Q2 		$1.22M Sell
7,416
-1,732
-19% -$296K 0.47% 49
2018
Q1 		$1.68M Buy
9,148
+5,092
+126% +$1.01M 0.35% 75
2017
Q4 		$798K Sell
4,056
-1,864
-31% -$359K 0.34% 92
2017
Q3 		$1.08M Sell
5,920
-1,794
-23% -$311K 0.3% 81
2017
Q2 		$1.34M Buy
7,714
+174
+2% +$29.1K 0.33% 74
2017
Q1 		$1.24M Sell
7,540
-6,062
-45% -$930K 0.34% 72
2016
Q4 		$2.03M Sell
13,602
-139
-1% -$20.1K 0.36% 58
2016
Q3 		$2.02M Buy
13,741
+5,792
+73% +$865K 0.37% 47
2016
Q2 		$1.16M Buy
7,949
+559
+8% +$78.8K 0.37% 64
2016
Q1 		$1.03M Buy
7,390
+350
+5% +$45K 0.36% 66
2015
Q4 		$886K Sell
7,040
-1,538
-18% -$198K 0.33% 73
2015
Q3 		$1.02M Sell
8,578
-83
-1% -$10.2K 0.36% 67
2015
Q2 		$1.12M Buy
8,661
+240
+3% +$32.2K 0.39% 63
2015
Q1 		$1.16M Sell
8,421
-55
-0.6% -$7.58K 0.37% 73
2014
Q4 		$1.16M Sell
8,476
-5,746
-40% -$738K 0.39% 60
2014
Q3 		$1.69M Buy
+14,222
New +$1.71M 0.34% 57

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 $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's MMM Position: Q4 2021 in Review

Next Financial Group reduced its 3M (MMM) stake by 42% in Q4 2021, selling an estimated $500K and leaving 4,657 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #420.

Next Financial Group first reported a position in MMM in Q3 2014 and has held it in 30 quarters since. The position peaked at $2.48M in Q2 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Next Financial Group held 4,657 shares of 3M worth $692K as of Q4 2021.
  • Next Financial Group sold 3,357 3M shares in Q4 2021, an estimated $500K.
  • 3M made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #420 holding.
  • Next Financial Group first reported a position in 3M in Q3 2014 and has held it in 30 quarters since.
  • Next Financial Group's 3M position peaked at $2.48M in Q2 2021.
  • 2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.