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Rockbridge Investment Management’s 3M MMM Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-614
Closed -$56.1K – 428
2023
Q4 		$56.1K Buy
+614
New +$49.3K 0.01% 228
2022
Q3 		– Sell
-1,104
Closed -$119K – 403
2022
Q2 		$119K Sell
1,104
-143
-11% -$17.3K 0.03% 136
2022
Q1 		$156K Sell
1,247
-73
-6% -$9.71K 0.02% 179
2021
Q4 		$196K Buy
1,320
+71
+6% +$10.6K 0.03% 184
2021
Q3 		$183K Hold
1,249
– – 0.03% 164
2021
Q2 		$207K Sell
1,249
-24
-2% -$4K 0.04% 146
2021
Q1 		$205K Sell
1,273
-47
-4% -$7.04K 0.04% 135
2020
Q4 		$193K Buy
1,320
+458
+53% +$65K 0.04% 136
2020
Q3 		$115K Hold
862
– – 0.03% 174
2020
Q2 		$112K Buy
+862
New +$109K 0.03% 165

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockbridge Investment Management's MMM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of 3M (MMM) in Q1 2024, closing a stake of 614 shares — an estimated $56.1K sold.

Rockbridge Investment Management first reported a position in MMM in Q2 2020 and held it in 10 quarters. The position peaked at $207K in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 614 3M shares in Q1 2024, an estimated $56.1K.
  • Rockbridge Investment Management first reported a position in 3M in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's 3M position peaked at $207K in Q2 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.