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Wellesley Investment Partners’s 3M MMM Stock Holding History

Wellesley Investment 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
2020
Q3 		$660K Sell
4,932
-681
-12% -$91.6K 0.23% 44
2020
Q2 		$732K Sell
5,613
-904
-14% -$114K 0.26% 42
2020
Q1 		$743K Buy
6,517
+4,247
+187% +$559K 0.3% 40
2019
Q4 		$334K Buy
2,270
+2
+0.1% +$280 0.1% 88
2019
Q3 		$312K Sell
2,268
-146
-6% -$20.4K 0.1% 87
2019
Q2 		$349K Sell
2,414
-188
-7% -$28.9K 0.12% 81
2019
Q1 		$452K Sell
2,602
-201
-7% -$33.8K 0.16% 77
2018
Q4 		$446K Sell
2,803
-152
-5% -$25.2K 0.16% 77
2018
Q3 		$520K Buy
2,955
+2
+0.1% +$344 0.17% 76
2018
Q2 		$485K Sell
2,953
-170
-5% -$29K 0.17% 77
2018
Q1 		$573K Sell
3,123
-537
-15% -$106K 0.21% 78
2017
Q4 		$720K Sell
3,660
-2,713
-43% -$522K 0.27% 67
2017
Q3 		$1.12M Sell
6,373
-542
-8% -$93.9K 0.46% 32
2017
Q2 		$1.2M Buy
6,915
+97
+1% +$16.2K 0.51% 26
2017
Q1 		$1.09M Buy
6,818
+224
+3% +$34.4K 0.48% 28
2016
Q4 		$984K Buy
6,594
+103
+2% +$14.9K 0.48% 29
2016
Q3 		$956K Buy
6,491
+199
+3% +$29.7K 0.5% 26
2016
Q2 		$921K Buy
6,292
+426
+7% +$60.1K 0.5% 23
2016
Q1 		$817K Buy
5,866
+1,651
+39% +$212K 0.49% 28
2015
Q4 		$530K Buy
+4,215
New +$542K 0.36% 51

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellesley Investment Partners's MMM Position: Q3 2020 in Review

Wellesley Investment Partners reduced its 3M (MMM) stake by 12% in Q3 2020, selling an estimated $91.6K and leaving 4,932 shares worth $660K. The position accounts for 0.23% of the portfolio, ranked #44.

Wellesley Investment Partners first reported a position in MMM in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.2M in Q2 2017. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Wellesley Investment Partners held 4,932 shares of 3M worth $660K as of Q3 2020.
  • Wellesley Investment Partners sold 681 3M shares in Q3 2020, an estimated $91.6K.
  • 3M made up 0.23% of Wellesley Investment Partners's portfolio in Q3 2020, its #44 holding.
  • Wellesley Investment Partners first reported a position in 3M in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's 3M position peaked at $1.2M in Q2 2017.
  • 2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.