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MMM icon

Surevest’s 3M MMM Stock Holding History

Surevest’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
Q3 		$2.32M Buy
25,115
+665
+3% +$72.9K 0.63% 70
2022
Q2 		$2.65M Sell
24,450
-322
-1% -$38.9K 0.69% 60
2022
Q1 		$3.08M Sell
24,772
-3,503
-12% -$466K 0.74% 60
2021
Q4 		$4.2M Sell
28,275
-2,157
-7% -$321K 1% 47
2021
Q3 		$4.46M Buy
30,432
+1,787
+6% +$290K 1.13% 45
2021
Q2 		$4.76M Sell
28,645
-773
-3% -$129K 1.24% 32
2021
Q1 		$4.74M Buy
29,418
+2,104
+8% +$315K 1.43% 25
2020
Q4 		$3.99M Buy
27,314
+2,328
+9% +$330K 1.33% 37
2020
Q3 		$3.35M Buy
24,986
+1,616
+7% +$217K 1.32% 43
2020
Q2 		$3.05M Buy
23,370
+3,089
+15% +$389K 1.35% 37
2020
Q1 		$2.31M Buy
20,281
+9,780
+93% +$1.29M 1.26% 44
2019
Q4 		$1.55M Buy
10,501
+1,065
+11% +$149K 0.66% 74
2019
Q3 		$1.3M Buy
9,436
+1,132
+14% +$158K 0.64% 70
2019
Q2 		$1.2M Buy
8,304
+3,287
+66% +$506K 0.62% 69
2019
Q1 		$872K Buy
5,017
+3,021
+151% +$509K 0.54% 47
2018
Q4 		$318K Buy
+1,996
New +$331K 0.25% 78

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's MMM Position: Q3 2022 in Review

Surevest increased its 3M (MMM) stake by 2.7% in Q3 2022, buying an estimated $72.9K and bringing the position to 25,115 shares worth $2.32M. The position accounts for 0.63% of the portfolio, ranked #70.

Surevest first reported a position in MMM in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.76M in Q2 2021. 2,022 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

  • Surevest held 25,115 shares of 3M worth $2.32M as of Q3 2022.
  • Surevest bought 665 3M shares in Q3 2022, an estimated $72.9K.
  • 3M made up 0.63% of Surevest's portfolio in Q3 2022, its #70 holding.
  • Surevest first reported a position in 3M in Q4 2018 and has held it in 16 quarters since.
  • Surevest's 3M position peaked at $4.76M in Q2 2021.
  • 2,022 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.