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Steward Financial Group’s 3M MMM Stock Holding History

Steward 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
2023
Q3 		$9K Sell
126
-4
-3% -$343 ﹤0.01% 409
2023
Q2 		$10K Sell
130
-43
-25% -$3.65K ﹤0.01% 380
2023
Q1 		$15K Buy
173
+83
+92% +$7.83K 0.01% 156
2022
Q4 		$8K Buy
+90
New +$9.18K ﹤0.01% 165
2022
Q3 		– Sell
-77
Closed -$8K – 834
2022
Q2 		$8K Buy
+77
New +$9.31K 0.01% 275
2022
Q1 		– Sell
-7
Closed -$1K – 337
2021
Q4 		$1K Buy
+7
New +$1.04K ﹤0.01% 245

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Steward Financial Group's MMM Position: Q3 2023 in Review

Steward Financial Group reduced its 3M (MMM) stake by 3.1% in Q3 2023, selling an estimated $343 and leaving 126 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Steward Financial Group first reported a position in MMM in Q4 2021 and has held it in 6 quarters since. The position peaked at $15K in Q1 2023. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • Steward Financial Group held 126 shares of 3M worth $9K as of Q3 2023.
  • Steward Financial Group sold 4 3M shares in Q3 2023, an estimated $343.
  • 3M made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #409 holding.
  • Steward Financial Group first reported a position in 3M in Q4 2021 and has held it in 6 quarters since.
  • Steward Financial Group's 3M position peaked at $15K in Q1 2023.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.