SevenBridge Financial Group’s 3M MMM Stock Holding History

SevenBridge Financial 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
2022 Q4	–	Sell	-7,241	Closed	-$669K	–	181
2022 Q3	$669K	Buy	+7,241	New	+$794K	0.23%	93
2019 Q3	–	Sell	-5,145	Closed	-$746K	–	411
2019 Q2	$746K	Sell	5,145 -693	-12%	-$107K	0.27%	79
2019 Q1	$1.01M	Buy	5,838 +400	+7%	+$67.3K	0.38%	63
2018 Q4	$866K	Sell	5,438 -17	-0.3%	-$2.82K	0.53%	53
2018 Q3	$961K	Buy	5,455 +17	+0.3%	+$2.93K	0.51%	58
2018 Q2	$894K	Buy	5,438 +922	+20%	+$157K	0.5%	62
2018 Q1	$829K	Hold	4,516	–	–	0.48%	63
2017 Q4	$889K	Sell	4,516 -465	-9%	-$89.5K	0.49%	62
2017 Q3	$874K	Hold	4,981	–	–	0.5%	64
2017 Q2	$867K	Buy	4,981 +256	+5%	+$42.8K	0.53%	62
2017 Q1	$751K	Sell	4,725 -254	-5%	-$39K	0.49%	66
2016 Q4	$708K	Hold	4,979	–	–	0.51%	56
2016 Q3	$708K	Sell	4,979 -6,482	-57%	-$968K	0.52%	56
2016 Q2	$1.68M	Buy	+11,461	New	+$1.62M	1.18%	17

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

SevenBridge Financial Group's MMM Position: Q4 2022 in Review

SevenBridge Financial Group sold out of 3M (MMM) in Q4 2022, closing a stake of 7,241 shares — an estimated $669K sold.

SevenBridge Financial Group first reported a position in MMM in Q2 2016 and held it in 14 quarters. The position peaked at $1.68M in Q2 2016. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

SevenBridge Financial Group reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
SevenBridge Financial Group sold 7,241 3M shares in Q4 2022, an estimated $669K.
SevenBridge Financial Group first reported a position in 3M in Q2 2016 and held it in 14 quarters.
SevenBridge Financial Group's 3M position peaked at $1.68M in Q2 2016.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on SevenBridge Financial Group's 13F filing for Q4 2022, filed 26 Jan 2023.