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Windsor Wealth Management’s 3M MMM Stock Holding History

Windsor Wealth Management’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 		– Sell
-1,911
Closed -$249K – 195
2020
Q2 		$249K Sell
1,911
-1,397
-42% -$176K 0.08% 168
2020
Q1 		$378K Sell
3,308
-1,321
-29% -$174K 0.15% 128
2019
Q4 		$683K Buy
4,629
+16
+0.3% +$2.24K 0.25% 95
2019
Q3 		$600K Buy
4,613
+169
+4% +$23.6K 0.26% 98
2019
Q2 		$649K Buy
4,444
+2,038
+85% +$314K 0.28% 95
2019
Q1 		$418K Buy
+2,406
New +$405K 0.23% 104

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

Windsor Wealth Management's MMM Position: Q3 2020 in Review

Windsor Wealth Management sold out of 3M (MMM) in Q3 2020, closing a stake of 1,911 shares — an estimated $249K sold.

Windsor Wealth Management first reported a position in MMM in Q1 2019 and held it in 6 quarters. The position peaked at $683K in Q4 2019. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Windsor Wealth Management reported no remaining 3M position as of Q3 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 1,911 3M shares in Q3 2020, an estimated $249K.
  • Windsor Wealth Management first reported a position in 3M in Q1 2019 and held it in 6 quarters.
  • Windsor Wealth Management's 3M position peaked at $683K in Q4 2019.
  • 2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Windsor Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.