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Sweet Financial Partners’s 3M MMM Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$3.23M Sell
23,642
-426
-2% -$52.1K 0.7% 26
2024
Q2 		$2.46M Sell
24,068
-4,708
-16% -$459K 0.56% 41
2024
Q1 		$2.55M Sell
28,776
-2,649
-8% -$220K 0.59% 39
2023
Q4 		$2.87M Buy
31,425
+1,501
+5% +$120K 0.68% 25
2023
Q3 		$2.34M Buy
29,924
+2
+0% +$172 0.62% 27
2023
Q2 		$2.5M Sell
29,922
-319
-1% -$27.1K 0.65% 25
2023
Q1 		$2.66M Buy
30,241
+174
+0.6% +$16.4K 0.74% 22
2022
Q4 		$3.01M Sell
30,067
-303
-1% -$30.9K 0.89% 17
2022
Q3 		$2.81M Sell
30,370
-4,076
-12% -$447K 0.89% 18
2022
Q2 		$3.73M Buy
34,446
+1,660
+5% +$201K 1.17% 14
2022
Q1 		$4.08M Buy
32,786
+14,850
+83% +$1.97M 1.09% 18
2021
Q4 		$2.66M Buy
+17,936
New +$2.67M 1.11% 10

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sweet Financial Partners's MMM Position: Q3 2024 in Review

Sweet Financial Partners reduced its 3M (MMM) stake by 1.8% in Q3 2024, selling an estimated $52.1K and leaving 23,642 shares worth $3.23M. The position accounts for 0.7% of the portfolio, ranked #26.

Sweet Financial Partners first reported a position in MMM in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.08M in Q1 2022. 2,087 funds tracked by Wall St. Rank hold MMM as of Q3 2024.

  • Sweet Financial Partners held 23,642 shares of 3M worth $3.23M as of Q3 2024.
  • Sweet Financial Partners sold 426 3M shares in Q3 2024, an estimated $52.1K.
  • 3M made up 0.7% of Sweet Financial Partners's portfolio in Q3 2024, its #26 holding.
  • Sweet Financial Partners first reported a position in 3M in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's 3M position peaked at $4.08M in Q1 2022.
  • 2,087 funds tracked by Wall St. Rank held 3M as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.