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Safeguard Investment Advisory Group’s 3M MMM Stock Holding History

Safeguard Investment Advisory 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
2024
Q1 		– Sell
-2,689
Closed -$246K – 110
2023
Q4 		$246K Sell
2,689
-177
-6% -$14.2K 0.09% 80
2023
Q3 		$225K Sell
2,866
-132
-4% -$11.3K 0.1% 83
2023
Q2 		$251K Sell
2,998
-219
-7% -$18.6K 0.11% 84
2023
Q1 		$283K Sell
3,217
-158
-5% -$14.9K 0.14% 78
2022
Q4 		$339K Buy
3,375
+494
+17% +$50.4K 0.21% 66
2022
Q3 		$266K Buy
+2,881
New +$316K 0.18% 73
2021
Q1 		– Sell
-306
Closed -$44K – 460
2020
Q4 		$44K Buy
+306
New +$43.4K 0.04% 215

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

Safeguard Investment Advisory Group's MMM Position: Q1 2024 in Review

Safeguard Investment Advisory Group sold out of 3M (MMM) in Q1 2024, closing a stake of 2,689 shares — an estimated $246K sold.

Safeguard Investment Advisory Group first reported a position in MMM in Q4 2020 and held it in 7 quarters. The position peaked at $339K in Q4 2022. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Safeguard Investment Advisory Group reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,689 3M shares in Q1 2024, an estimated $246K.
  • Safeguard Investment Advisory Group first reported a position in 3M in Q4 2020 and held it in 7 quarters.
  • Safeguard Investment Advisory Group's 3M position peaked at $339K in Q4 2022.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.