Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$144K Sell
1,414
-277
-16% -$27K 0.01% 178
2024
Q1
$150K Hold
1,691
0.02% 159
2023
Q4
$155K Sell
1,691
-90
-5% -$7.22K 0.02% 161
2023
Q3
$139K Hold
1,781
0.02% 152
2023
Q2
$149K Buy
1,781
+60
+3% +$5.1K 0.02% 162
2023
Q1
$151K Hold
1,721
0.02% 145
2022
Q4
$173K Sell
1,721
-42
-2% -$4.28K 0.02% 129
2022
Q3
$162K Buy
1,763
+42
+2% +$4.61K 0.03% 128
2022
Q2
$186K Sell
1,721
-321
-16% -$38.8K 0.03% 122
2022
Q1
$254K Hold
2,042
0.03% 109
2021
Q4
$303K Sell
2,042
-119
-6% -$17.7K 0.04% 103
2021
Q3
$317K Buy
2,161
+119
+6% +$19.3K 0.04% 95
2021
Q2
$339K Sell
2,042
-23
-1% -$3.84K 0.04% 87
2021
Q1
$333K Hold
2,065
0.06% 83
2020
Q4
$302K Hold
2,065
0.06% 78
2020
Q3
$277K Sell
2,065
-106
-5% -$14.3K 0.06% 84
2020
Q2
$283K Hold
2,171
0.07% 75
2020
Q1
$247K Sell
2,171
-72
-3% -$9.47K 0.07% 74
2019
Q4
$331K Hold
2,243
0.08% 71
2019
Q3
$309K Sell
2,243
-260
-10% -$36.3K 0.08% 74
2019
Q2
$362K Hold
2,503
0.1% 64
2019
Q1
$435K Buy
2,503
+72
+3% +$12.1K 0.12% 58
2018
Q4
$387K Buy
2,431
+99
+4% +$16.4K 0.11% 71
2018
Q3
$411K Hold
2,332
0.18% 48
2018
Q2
$384K Hold
2,332
0.18% 51
2018
Q1
$428K Buy
2,332
+418
+22% +$82.8K 0.2% 47
2017
Q4
$377K Hold
1,914
0.21% 34
2017
Q3
$336K Buy
+1,914
New +$332K 0.2% 33
2015
Q1
Sell
-136
Closed -$19K 185
2014
Q4
$19K Buy
+136
New +$17.5K 0.01% 120

Other funds holding MMM

Private Ocean's MMM Position: Q2 2024 in Review

Private Ocean reduced its 3M (MMM) stake by 16% in Q2 2024, selling an estimated $27K and leaving 1,414 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #178.

Private Ocean first reported a position in MMM in Q4 2014 and has held it in 29 quarters since. The position peaked at $435K in Q1 2019. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

  • Private Ocean held 1,414 shares of 3M worth $144K as of Q2 2024.
  • Private Ocean sold 277 3M shares in Q2 2024, an estimated $27K.
  • 3M made up 0.01% of Private Ocean's portfolio in Q2 2024, its #178 holding.
  • Private Ocean first reported a position in 3M in Q4 2014 and has held it in 29 quarters since.
  • Private Ocean's 3M position peaked at $435K in Q1 2019.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.