Security National Bank of So Dak’s 3M MMM Stock Holding History

Security National Bank of So Dak’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 Q4	$308K	Buy	3,069 +254	+9%	+$25.9K	0.22%	82
2022 Q3	$260K	Hold	2,815	–	–	0.23%	82
2022 Q2	$305K	Hold	2,815	–	–	0.25%	77
2022 Q1	$350K	Buy	2,815 +1,435	+104%	+$191K	0.24%	77
2021 Q4	$205K	Sell	1,380 -658	-32%	-$98K	0.14%	104
2021 Q3	$298K	Buy	+2,038	New	+$330K	0.23%	82
2019 Q4	–	Sell	-1,477	Closed	-$203K	–	83
2019 Q3	$203K	Sell	1,477 -60	-4%	-$8.39K	0.24%	77
2019 Q2	$222K	Sell	1,537 -1,016	-40%	-$156K	0.26%	72
2019 Q1	$444K	Hold	2,553	–	–	0.56%	58
2018 Q4	$407K	Sell	2,553 -238	-9%	-$39.5K	0.53%	62
2018 Q3	$492K	Buy	2,791 +238	+9%	+$41K	0.57%	62
2018 Q2	$420K	Sell	2,553 -17	-0.7%	-$2.9K	0.49%	68
2018 Q1	$471K	Buy	2,570 +11	+0.4%	+$2.18K	0.54%	67
2017 Q4	$504K	Hold	2,559	–	–	0.54%	67
2017 Q3	$449K	Hold	2,559	–	–	0.51%	70
2017 Q2	$445K	Sell	2,559 -24	-0.9%	-$4.01K	0.52%	71
2017 Q1	$413K	Hold	2,583	–	–	0.49%	71
2016 Q4	$386K	Hold	2,583	–	–	0.47%	72
2016 Q3	$381K	Buy	2,583 +119	+5%	+$17.8K	0.49%	66
2016 Q2	$361K	Hold	2,464	–	–	0.49%	65
2016 Q1	$343K	Hold	2,464	–	–	0.48%	64
2015 Q4	$310K	Hold	2,464	–	–	0.44%	65
2015 Q3	$292K	Sell	2,464 -12	-0.5%	-$1.48K	0.5%	62
2015 Q2	$319K	Sell	2,476 -281	-10%	-$37.7K	0.52%	60
2015 Q1	$380K	Sell	2,757 -119	-4%	-$16.4K	0.6%	59
2014 Q4	$395K	Sell	2,876 -12	-0.4%	-$1.54K	0.59%	60
2014 Q3	$342K	Sell	2,888 -12	-0.4%	-$1.44K	0.56%	61
2014 Q2	$348K	Sell	2,900 -6	-0.2%	-$704	0.57%	60
2014 Q1	$330K	Hold	2,906	–	–	0.56%	61
2013 Q4	$340K	Sell	2,906 -30	-1%	-$3.2K	0.57%	60
2013 Q3	$293K	Hold	2,936	–	–	0.54%	60
2013 Q2	$268K	Buy	+2,936	New	+$267K	0.46%	68

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Security National Bank of So Dak's MMM Position: Q4 2022 in Review

Security National Bank of So Dak increased its 3M (MMM) stake by 9% in Q4 2022, buying an estimated $25.9K and bringing the position to 3,069 shares worth $308K. The position accounts for 0.22% of the portfolio, ranked #82.

Security National Bank of So Dak first reported a position in MMM in Q2 2013 and has held it in 32 quarters since. The position peaked at $504K in Q4 2017. 2,085 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Security National Bank of So Dak held 3,069 shares of 3M worth $308K as of Q4 2022.
Security National Bank of So Dak bought 254 3M shares in Q4 2022, an estimated $25.9K.
3M made up 0.22% of Security National Bank of So Dak's portfolio in Q4 2022, its #82 holding.
Security National Bank of So Dak first reported a position in 3M in Q2 2013 and has held it in 32 quarters since.
Security National Bank of So Dak's 3M position peaked at $504K in Q4 2017.
2,085 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Security National Bank of So Dak's 13F filing for Q4 2022, filed 21 Feb 2023.