SWM
MMM icon

SVA Wealth Management’s 3M MMM Stock Holding History

SVA Wealth Management’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
Q4 		$1.81M Sell
12,371
-722
-6% -$102K 0.16% 107
2020
Q3 		$1.75M Sell
13,093
-218
-2% -$29.3K 0.17% 100
2020
Q2 		$1.74M Buy
13,311
+251
+2% +$31.6K 0.19% 101
2020
Q1 		$1.49M Buy
13,060
+632
+5% +$83.1K 0.17% 100
2019
Q4 		$1.83M Sell
12,428
-628
-5% -$88K 0.17% 100
2019
Q3 		$1.79M Sell
13,056
-342
-3% -$47.8K 0.18% 97
2019
Q2 		$1.94M Sell
13,398
-7,200
-35% -$1.11M 0.19% 95
2019
Q1 		$3.58M Sell
20,598
-16,681
-45% -$2.81M 0.35% 66
2018
Q4 		$5.94M Sell
37,279
-7,073
-16% -$1.17M 0.67% 39
2018
Q3 		$7.81M Buy
44,352
+238
+0.5% +$41K 0.79% 30
2018
Q2 		$7.26M Sell
44,114
-2,552
-5% -$436K 0.78% 32
2018
Q1 		$8.19M Buy
46,666
+1,964
+4% +$389K 1.01% 23
2017
Q4 		$8.8M Sell
44,702
-1,964
-4% -$378K 1.03% 21
2017
Q3 		$8.19M Sell
46,666
-548
-1% -$95K 1.01% 23
2017
Q2 		$8.22M Sell
47,214
-646
-1% -$108K 1.07% 21
2017
Q1 		$7.66M Sell
47,860
-2,415
-5% -$370K 1.04% 23
2016
Q4 		$7.51M Sell
50,275
-874
-2% -$126K 1.12% 23
2016
Q3 		$7.54M Buy
51,149
+2,912
+6% +$435K 1.17% 21
2016
Q2 		$7.06M Buy
48,237
+1,140
+2% +$161K 1.14% 22
2016
Q1 		$6.56M Sell
47,097
-52
-0.1% -$6.68K 1.09% 24
2015
Q4 		$5.94M Buy
47,149
+163
+0.3% +$21K 1.03% 27
2015
Q3 		$5.57M Buy
46,986
+1,485
+3% +$183K 1.04% 26
2015
Q2 		$5.87M Sell
45,501
-264
-0.6% -$35.4K 1.08% 27
2015
Q1 		$6.31M Buy
45,765
+37,987
+488% +$5.23M 1.15% 22
2014
Q4 		$1.07M Sell
7,778
-81
-1% -$10.4K 0.39% 62
2014
Q3 		$931K Buy
7,859
+60
+0.8% +$7.21K 0.4% 62
2014
Q2 		$934K Sell
7,799
-36
-0.5% -$4.23K 0.4% 60
2014
Q1 		$889K Buy
7,835
+978
+14% +$109K 0.42% 60
2013
Q4 		$804K Buy
+6,857
New +$730K 0.48% 56

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's MMM Position: Q4 2020 in Review

SVA Wealth Management reduced its 3M (MMM) stake by 5.5% in Q4 2020, selling an estimated $102K and leaving 12,371 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #107.

SVA Wealth Management first reported a position in MMM in Q4 2013 and has held it in 29 quarters since. The position peaked at $8.8M in Q4 2017. 2,193 funds tracked by Wall St. Rank hold MMM as of Q4 2020.

  • SVA Wealth Management held 12,371 shares of 3M worth $1.81M as of Q4 2020.
  • SVA Wealth Management sold 722 3M shares in Q4 2020, an estimated $102K.
  • 3M made up 0.16% of SVA Wealth Management's portfolio in Q4 2020, its #107 holding.
  • SVA Wealth Management first reported a position in 3M in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's 3M position peaked at $8.8M in Q4 2017.
  • 2,193 funds tracked by Wall St. Rank held 3M as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.