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Westover Capital Advisors’s 3M MMM Stock Holding History

Westover Capital 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
2021
Q3 		– Sell
-2,174
Closed -$361K – 182
2021
Q2 		$361K Buy
2,174
+239
+12% +$39.9K 0.12% 128
2021
Q1 		$312K Hold
1,935
– – 0.11% 129
2020
Q4 		$283K Sell
1,935
-12
-0.6% -$1.7K 0.1% 123
2020
Q3 		$261K Buy
1,947
+213
+12% +$28.7K 0.11% 117
2020
Q2 		$226K Buy
+1,734
New +$218K 0.11% 104
2020
Q1 		– Sell
-1,734
Closed -$256K – 135
2019
Q4 		$256K Buy
+1,734
New +$243K 0.11% 118
2019
Q3 		– Sell
-1,495
Closed -$217K – 142
2019
Q2 		$217K Hold
1,495
– – 0.11% 127
2019
Q1 		$260K Buy
+1,495
New +$252K 0.14% 108

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Westover Capital Advisors's MMM Position: Q3 2021 in Review

Westover Capital Advisors sold out of 3M (MMM) in Q3 2021, closing a stake of 2,174 shares — an estimated $361K sold.

Westover Capital Advisors first reported a position in MMM in Q1 2019 and held it in 8 quarters. The position peaked at $361K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • Westover Capital Advisors reported no remaining 3M position as of Q3 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 2,174 3M shares in Q3 2021, an estimated $361K.
  • Westover Capital Advisors first reported a position in 3M in Q1 2019 and held it in 8 quarters.
  • Westover Capital Advisors's 3M position peaked at $361K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on Westover Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.