Squar Milner Financial Services’s 3M MMM Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-3,256	Closed	-$425K	–	120
2020 Q2	$425K	Buy	3,256 +142	+5%	+$17.9K	0.24%	114
2020 Q1	$355K	Buy	3,114 +582	+23%	+$76.6K	0.21%	106
2019 Q4	$373K	Sell	2,532 -745	-23%	-$104K	0.19%	118
2019 Q3	$439K	Buy	3,277 +593	+22%	+$82.9K	0.22%	114
2019 Q2	$389K	Buy	2,684 +920	+52%	+$142K	0.26%	90
2019 Q1	$306K	Sell	1,764 -246	-12%	-$41.4K	0.23%	107
2018 Q4	$320K	Hold	2,010	–	–	0.31%	83
2018 Q3	$354K	Sell	2,010 -174	-8%	-$30K	0.32%	83
2018 Q2	$359K	Buy	2,184 +551	+34%	+$94K	0.32%	81
2018 Q1	$300K	Hold	1,633	–	–	0.38%	94
2017 Q4	$349K	Buy	+1,633	New	+$314K	0.42%	85

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Squar Milner Financial Services's MMM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of 3M (MMM) in Q3 2020, closing a stake of 3,256 shares — an estimated $425K sold.

Squar Milner Financial Services first reported a position in MMM in Q4 2017 and held it in 11 quarters. The position peaked at $439K in Q3 2019. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

Squar Milner Financial Services reported no remaining 3M position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,256 3M shares in Q3 2020, an estimated $425K.
Squar Milner Financial Services first reported a position in 3M in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's 3M position peaked at $439K in Q3 2019.
2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.