Safeguard Financial’s 3M MMM Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-197	Closed	-$16K	–	367
2023 Q2	$16K	Buy	+197	New	+$16.7K	0.01%	288

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's MMM Position: Q3 2023 in Review

Safeguard Financial sold out of 3M (MMM) in Q3 2023, closing a stake of 197 shares — an estimated $16K sold.

Safeguard Financial first reported a position in MMM in Q2 2023 and held it in 1 quarter. The position peaked at $16K in Q2 2023. 1,833 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

Safeguard Financial reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 197 3M shares in Q3 2023, an estimated $16K.
Safeguard Financial first reported a position in 3M in Q2 2023 and held it in 1 quarter.
Safeguard Financial's 3M position peaked at $16K in Q2 2023.
1,833 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.