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Swaine & Leidel Wealth Services’s 3M MMM Stock Holding History

Swaine & Leidel Wealth 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
Q1 		– Sell
-16,212
Closed -$2.39M – 59
2019
Q4 		$2.39M Buy
+16,212
New +$2.27M 1.99% 33
2019
Q1 		– Sell
-9,094
Closed -$1.57M – 57
2018
Q4 		$1.57M Buy
+9,094
New +$1.51M 2.5% 18

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Swaine & Leidel Wealth Services's MMM Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of 3M (MMM) in Q1 2020, closing a stake of 16,212 shares — an estimated $2.39M sold.

Swaine & Leidel Wealth Services first reported a position in MMM in Q4 2018 and held it in 2 quarters. The position peaked at $2.39M in Q4 2019. 1,957 funds tracked by Wall St. Rank hold MMM as of Q1 2020.

  • Swaine & Leidel Wealth Services reported no remaining 3M position as of Q1 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 16,212 3M shares in Q1 2020, an estimated $2.39M.
  • Swaine & Leidel Wealth Services first reported a position in 3M in Q4 2018 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's 3M position peaked at $2.39M in Q4 2019.
  • 1,957 funds tracked by Wall St. Rank held 3M as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.