Wharton Business Group’s 3M MMM Stock Holding History

Wharton Business Group’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 Q3	–	Sell	-2,424	Closed	-$203K	–	141
2023 Q2	$203K	Buy	2,424 +1	+0%	+$85	0.01%	128
2023 Q1	$212K	Hold	2,423	–	–	0.01%	132
2022 Q4	$243K	Buy	2,423 +1	+0%	+$102	0.01%	128
2022 Q3	$223K	Sell	2,422 -1	-0%	-$110	0.02%	124
2022 Q2	$262K	Hold	2,423	–	–	0.02%	116
2022 Q1	$302K	Hold	2,423	–	–	0.02%	115
2021 Q4	$360K	Hold	2,423	–	–	0.02%	103
2021 Q3	$355K	Buy	2,423 +1	+0%	+$162	0.04%	54
2021 Q2	$402K	Hold	2,422	–	–	0.03%	89
2021 Q1	$390K	Hold	2,422	–	–	0.03%	88
2020 Q4	$354K	Hold	2,422	–	–	0.03%	90
2020 Q3	$324K	Hold	2,422	–	–	0.03%	86
2020 Q2	$316K	Hold	2,422	–	–	0.03%	87
2020 Q1	$276K	Sell	2,422 -658	-21%	-$86.6K	0.03%	83
2019 Q4	$454K	Buy	3,080 +688	+29%	+$96.4K	0.04%	72
2019 Q3	$329K	Hold	2,392	–	–	0.03%	77
2019 Q2	$347K	Hold	2,392	–	–	0.04%	77
2019 Q1	$416K	Hold	2,392	–	–	0.04%	74
2018 Q4	$381K	Hold	2,392	–	–	0.04%	75
2018 Q3	$421K	Hold	2,392	–	–	0.04%	73
2018 Q2	$393K	Sell	2,392 -25	-1%	-$4.27K	0.04%	76
2018 Q1	$444K	Buy	2,417 +25	+1%	+$4.95K	0.05%	70
2017 Q4	$471K	Hold	2,392	–	–	0.05%	75
2017 Q3	$420K	Sell	2,392 -110	-4%	-$19.1K	0.04%	79
2017 Q2	$436K	Hold	2,502	–	–	0.05%	85
2017 Q1	$400K	Buy	+2,502	New	+$384K	0.04%	89

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wharton Business Group's MMM Position: Q3 2023 in Review

Wharton Business Group sold out of 3M (MMM) in Q3 2023, closing a stake of 2,424 shares — an estimated $203K sold.

Wharton Business Group first reported a position in MMM in Q1 2017 and held it in 26 quarters. The position peaked at $471K in Q4 2017. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

Wharton Business Group reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
Wharton Business Group sold 2,424 3M shares in Q3 2023, an estimated $203K.
Wharton Business Group first reported a position in 3M in Q1 2017 and held it in 26 quarters.
Wharton Business Group's 3M position peaked at $471K in Q4 2017.
1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Wharton Business Group's 13F filing for Q3 2023, filed 6 Nov 2023.