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Tri-Star Advisors’s 3M MMM Stock Holding History

Tri-Star Advisors’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
Q1 		– Sell
-2,033
Closed -$215K – 52
2022
Q4 		$215K Buy
+2,033
New +$207K 0.11% 37
2022
Q3 		– Sell
-2,152
Closed -$231K – 58
2022
Q2 		$231K Hold
2,152
– – 0.11% 50
2022
Q1 		$259K Buy
2,152
+119
+6% +$15.8K 0.12% 47
2021
Q4 		$304K Hold
2,033
– – 0.13% 46
2021
Q3 		$307K Sell
2,033
-27
-1% -$4.38K 0.13% 44
2021
Q2 		$342K Hold
2,060
– – 0.15% 39
2021
Q1 		$342K Hold
2,060
– – 0.17% 38
2020
Q4 		$292K Hold
2,060
– – 0.16% 39
2020
Q3 		$290K Buy
2,060
+27
+1% +$3.63K 0.18% 44
2020
Q2 		$272K Buy
+2,033
New +$256K 0.18% 50

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Tri-Star Advisors's MMM Position: Q1 2023 in Review

Tri-Star Advisors sold out of 3M (MMM) in Q1 2023, closing a stake of 2,033 shares — an estimated $215K sold.

Tri-Star Advisors first reported a position in MMM in Q2 2020 and held it in 10 quarters. The position peaked at $342K in Q2 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Tri-Star Advisors reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 2,033 3M shares in Q1 2023, an estimated $215K.
  • Tri-Star Advisors first reported a position in 3M in Q2 2020 and held it in 10 quarters.
  • Tri-Star Advisors's 3M position peaked at $342K in Q2 2021.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Tri-Star Advisors's 13F filing for Q1 2023, filed 5 May 2023.