MMM β€” 3M Company Common USD0.01 Com

Ownership history in GAM Holding AG  Β·  46 quarters on record

This page tracks every 13F SEC filing in which GAM Holding AG reported a position in 3M Company Common USD0.01 Com (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.

πŸ” Peak position
1.05% (2013 Q2)
πŸ“Š Avg. % of fund
0.22%
πŸ“… First filed
2009 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
46

Position Intelligence

GAM Holding AG Γ— MMM AI Analytics

πŸ“‰ GAM Holding AG underperformed the S&P 500 by –8.5% annually on this MMM position. Timing score: 49% (22/45 decisions correct). Average cost basis: $68.14. Maximum drawdown during holding period: –37.9%.

πŸ“ˆ Position Alpha vs SPY
-8.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.5% ann.
45 quarters analyzed

⏱️ Timing Score
49%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
22 of 45 add/trim decisions correct

πŸ’° Entry Quality
$68.14
+125.8% vs current ($153.83)

Best entry: $42.60 (2009 Q4)  Β·  Worst: $148.05 (2017 Q4)

πŸ›‘οΈ Drawdown Resilience
–37.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
43%
buy-side decisions

20 adds Β· 26 trims. Bought during 2 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ 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.

% of Fund (quarterly)    MMM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,847 -18,321 -90.8% 0.02% $287K $153.83
2020 Q4 REDUCED 20,168 -8 -0.0% 0.21% $3.5M $121.01
2020 Q3 ADDED 20,176 +106 +0.5% 0.19% $3.2M $109.94
2020 Q2 REDUCED 20,070 -2,542 -11.2% 0.19% $3.1M $106.10
2020 Q1 ADDED 22,612 +2,483 +12.3% 0.21% $3.1M $91.94
2019 Q4 REDUCED 20,129 -2,535 -11.2% 0.17% $3.6M $117.75
2019 Q3 ADDED 22,664 +4,204 +22.8% 0.16% $3.7M $108.79
2019 Q2 REDUCED 18,460 -1,609 -8.0% 0.12% $3.2M $113.66
2019 Q1 ADDED 20,069 +7,552 +60.3% 0.18% $4.2M $135.09
2018 Q4 REDUCED 12,517 -177 -1.4% 0.12% $2.4M $123.03
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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