Security National Trust’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.88M | Hold |
35,408
| – | – | 1.36% | 17 |
|
|
2021
Q2 | $5.88M | Sell |
35,408
-931
| -3% | -$155K | 1.31% | 18 |
|
|
2021
Q1 | $5.85M | Buy |
36,339
+173
| +0.5% | +$25.9K | 1.38% | 18 |
|
|
2020
Q4 | $5.29M | Buy |
36,166
+534
| +1% | +$75.8K | 1.31% | 17 |
|
|
2020
Q3 | $4.77M | Buy |
35,632
+455
| +1% | +$61.2K | 1.34% | 18 |
|
|
2020
Q2 | $4.59M | Buy |
35,177
+515
| +1% | +$64.9K | 1.38% | 16 |
|
|
2020
Q1 | $3.96M | Sell |
34,662
-234
| -0.7% | -$30.8K | 1.44% | 17 |
|
|
2019
Q4 | $5.15M | Buy |
34,896
+400
| +1% | +$56K | 1.5% | 16 |
|
|
2019
Q3 | $4.74M | Sell |
34,496
-335
| -1% | -$46.8K | 1.49% | 16 |
|
|
2019
Q2 | $5.05M | Sell |
34,831
-437
| -1% | -$67.3K | 1.59% | 16 |
|
|
2019
Q1 | $6.13M | Buy |
35,268
+1,166
| +3% | +$196K | 1.97% | 8 |
|
|
2018
Q4 | $5.43M | Sell |
34,102
-526
| -2% | -$87.3K | 2.02% | 7 |
|
|
2018
Q3 | $6.1M | Sell |
34,628
-66
| -0.2% | -$11.4K | 1.91% | 8 |
|
|
2018
Q2 | $5.71M | Sell |
34,694
-580
| -2% | -$99K | 1.89% | 7 |
|
|
2018
Q1 | $6.47M | Sell |
35,274
-1,151
| -3% | -$228K | 2.15% | 7 |
|
|
2017
Q4 | $7.17M | Sell |
36,425
-443
| -1% | -$85.2K | 2.31% | 7 |
|
|
2017
Q3 | $6.47M | Sell |
36,868
-982
| -3% | -$170K | 2.13% | 8 |
|
|
2017
Q2 | $6.59M | Sell |
37,850
-341
| -0.9% | -$57K | 2.21% | 6 |
|
|
2017
Q1 | $6.11M | Sell |
38,191
-232
| -0.6% | -$35.6K | 2.06% | 6 |
|
|
2016
Q4 | $5.74M | Buy |
38,423
+529
| +1% | +$76.3K | 2.06% | 5 |
|
|
2016
Q3 | $5.58M | Sell |
37,894
-20
| -0.1% | -$2.99K | 2.03% | 6 |
|
|
2016
Q2 | $5.55M | Sell |
37,914
-522
| -1% | -$73.6K | 2.04% | 5 |
|
|
2016
Q1 | $5.35M | Sell |
38,436
-177
| -0.5% | -$22.7K | 2.01% | 6 |
|
|
2015
Q4 | $4.86M | Sell |
38,613
-165
| -0.4% | -$21.2K | 1.91% | 9 |
|
|
2015
Q3 | $4.6M | Sell |
38,778
-90
| -0.2% | -$11.1K | 1.79% | 7 |
|
|
2015
Q2 | $5.01M | Buy |
38,868
+955
| +3% | +$128K | 1.8% | 8 |
|
|
2015
Q1 | $5.23M | Buy |
37,913
+807
| +2% | +$111K | 1.86% | 7 |
|
|
2014
Q4 | $5.1M | Buy |
37,106
+1,154
| +3% | +$148K | 1.86% | 8 |
|
|
2014
Q3 | $4.26M | Sell |
35,952
-1,063
| -3% | -$128K | 1.73% | 8 |
|
|
2014
Q2 | $4.43M | Sell |
37,015
-1,740
| -4% | -$204K | 1.73% | 10 |
|
|
2014
Q1 | $4.4M | Buy |
38,755
+586
| +2% | +$65.1K | 1.78% | 9 |
|
|
2013
Q4 | $4.48M | Sell |
38,169
-1,811
| -5% | -$193K | 1.85% | 9 |
|
|
2013
Q3 | $3.99M | Buy |
39,980
+1,227
| +3% | +$119K | 1.8% | 9 |
|
|
2013
Q2 | $3.54M | Buy |
+38,753
| New | +$3.52M | 1.71% | 13 |
|
Other funds holding MMM
Security National Trust's MMM Position: Q3 2021 in Review
Security National Trust held its 3M (MMM) position steady in Q3 2021 at 35,408 shares worth $5.88M. The position accounts for 1.36% of the portfolio, ranked #17.
Security National Trust first reported a position in MMM in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.17M in Q4 2017. 2,213 funds tracked by Wall St. Rank hold MMM as of Q3 2021.
- Security National Trust held 35,408 shares of 3M worth $5.88M as of Q3 2021.
- Security National Trust left its 3M share count unchanged in Q3 2021.
- 3M made up 1.36% of Security National Trust's portfolio in Q3 2021, its #17 holding.
- Security National Trust first reported a position in 3M in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's 3M position peaked at $7.17M in Q4 2017.
- 2,213 funds tracked by Wall St. Rank held 3M as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.