Ownership history in Ceredex Value Advisors LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Ceredex Value Advisors LLC reported a position in 3M CO (MMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ceredex Value Advisors LLC outperformed the S&P 500 by +8.4% annually on this MMM position. Timing score: 33% (1/3 decisions correct). Average cost basis: $127.34. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 8.4% per year on this position.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $126.13 (2024 Q4) Β· Worst: $153.83 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size