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Shepherd Financial Partners’s 3M MMM Stock Holding History

Shepherd Financial Partners’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
-2,862
Closed -$240K – 194
2023
Q2 		$240K Sell
2,862
-236
-8% -$20K 0.04% 173
2023
Q1 		$272K Sell
3,098
-301
-9% -$28.4K 0.05% 157
2022
Q4 		$341K Sell
3,399
-142
-4% -$14.5K 0.06% 140
2022
Q3 		$327K Sell
3,541
-976
-22% -$107K 0.06% 132
2022
Q2 		$489K Sell
4,517
-4,960
-52% -$599K 0.1% 114
2022
Q1 		$1.18M Buy
9,477
+5
+0.1% +$665 0.21% 80
2021
Q4 		$1.41M Buy
9,472
+1,901
+25% +$283K 0.24% 73
2021
Q3 		$1.11M Sell
7,571
-2
-0% -$324 0.21% 83
2021
Q2 		$1.26M Buy
7,573
+810
+12% +$135K 0.24% 79
2021
Q1 		$1.09M Buy
6,763
+830
+14% +$124K 0.24% 78
2020
Q4 		$868K Buy
5,933
+498
+9% +$70.7K 0.2% 89
2020
Q3 		$728K Sell
5,435
-634
-10% -$85.3K 0.17% 86
2020
Q2 		$791K Buy
6,069
+174
+3% +$21.9K 0.21% 71
2020
Q1 		$672K Buy
5,895
+4,382
+290% +$576K 0.23% 69
2019
Q4 		$223K Hold
1,513
– – 0.05% 121
2019
Q3 		$207K Buy
+1,513
New +$212K 0.05% 123
2018
Q1 		– Sell
-4,649
Closed -$913K – 116
2017
Q4 		$913K Hold
4,649
– – 0.21% 59
2017
Q3 		$842K Sell
4,649
-24
-0.5% -$4.16K 0.2% 65
2017
Q2 		$822K Sell
4,673
-64
-1% -$10.7K 0.2% 62
2017
Q1 		$753K Sell
4,737
-181
-4% -$27.8K 0.2% 69
2016
Q4 		$733K Buy
+4,918
New +$710K 0.21% 69

Other funds holding MMM

Vanguard Group
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Financial Partners's MMM Position: Q3 2023 in Review

Shepherd Financial Partners sold out of 3M (MMM) in Q3 2023, closing a stake of 2,862 shares — an estimated $240K sold.

Shepherd Financial Partners first reported a position in MMM in Q4 2016 and held it in 21 quarters. The position peaked at $1.41M in Q4 2021. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • Shepherd Financial Partners reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,862 3M shares in Q3 2023, an estimated $240K.
  • Shepherd Financial Partners first reported a position in 3M in Q4 2016 and held it in 21 quarters.
  • Shepherd Financial Partners's 3M position peaked at $1.41M in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Shepherd Financial Partners's 13F filing for Q3 2023, filed 8 Nov 2023.