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Optimal Asset Management’s 3M MMM Stock Holding History

Optimal Asset Management’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
Q3 		$4.63M Buy
31,598
+16
+0.1% +$2.59K 0.58% 45
2021
Q2 		$5.25M Hold
31,582
– – 0.62% 33
2021
Q1 		$5.09M Buy
31,582
+18,538
+142% +$2.77M 0.66% 29
2020
Q4 		$1.91M Hold
13,044
– – 0.27% 125
2020
Q3 		$1.75M Buy
13,044
+6,661
+104% +$896K 0.25% 134
2020
Q2 		$833K Buy
+6,383
New +$804K 0.14% 242

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

Optimal Asset Management's MMM Position: Q3 2021 in Review

Optimal Asset Management increased its 3M (MMM) stake by 0.05% in Q3 2021, buying an estimated $2.59K and bringing the position to 31,598 shares worth $4.63M. The position accounts for 0.58% of the portfolio, ranked #45.

Optimal Asset Management first reported a position in MMM in Q2 2020 and has held it in 6 quarters since. The position peaked at $5.25M in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • Optimal Asset Management held 31,598 shares of 3M worth $4.63M as of Q3 2021.
  • Optimal Asset Management bought 16 3M shares in Q3 2021, an estimated $2.59K.
  • 3M made up 0.58% of Optimal Asset Management's portfolio in Q3 2021, its #45 holding.
  • Optimal Asset Management first reported a position in 3M in Q2 2020 and has held it in 6 quarters since.
  • Optimal Asset Management's 3M position peaked at $5.25M in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.