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Oxford Financial Group’s 3M MMM Stock Holding History

Oxford 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
2022
Q1 		– Sell
-1,482
Closed -$220K – 277
2021
Q4 		$220K Sell
1,482
-2
-0.1% -$298 0.02% 188
2021
Q3 		$218K Buy
1,484
+2
+0.1% +$324 0.03% 172
2021
Q2 		$246K Buy
1,482
+24
+2% +$4K 0.03% 163
2021
Q1 		$235K Hold
1,458
– – 0.03% 163
2020
Q4 		$213K Buy
+1,458
New +$207K 0.03% 164

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oxford Financial Group's MMM Position: Q1 2022 in Review

Oxford Financial Group sold out of 3M (MMM) in Q1 2022, closing a stake of 1,482 shares — an estimated $220K sold.

Oxford Financial Group first reported a position in MMM in Q4 2020 and held it in 5 quarters. The position peaked at $246K in Q2 2021. 2,266 funds tracked by Wall St. Rank hold MMM as of Q1 2022.

  • Oxford Financial Group reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 1,482 3M shares in Q1 2022, an estimated $220K.
  • Oxford Financial Group first reported a position in 3M in Q4 2020 and held it in 5 quarters.
  • Oxford Financial Group's 3M position peaked at $246K in Q2 2021.
  • 2,266 funds tracked by Wall St. Rank held 3M as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.