9WM
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9258 Wealth Management’s Deere & Co DE Stock Holding History

9258 Wealth Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$899K Buy
2,153
+36
+2% +$13.6K 0.13% 129
2024
Q2 		$791K Buy
2,117
+64
+3% +$25K 0.12% 138
2024
Q1 		$843K Buy
2,053
+78
+4% +$29.9K 0.13% 140
2023
Q4 		$790K Buy
1,975
+176
+10% +$66.4K 0.14% 139
2023
Q3 		$679K Buy
1,799
+50
+3% +$20.6K 0.13% 141
2023
Q2 		$709K Sell
1,749
-109
-6% -$41.7K 0.13% 139
2023
Q1 		$767K Sell
1,858
-40
-2% -$16.6K 0.15% 124
2022
Q4 		$814K Sell
1,898
-669
-26% -$272K 0.18% 109
2022
Q3 		$857K Buy
2,567
+222
+9% +$76K 0.22% 103
2022
Q2 		$702K Buy
2,345
+38
+2% +$14K 0.18% 136
2022
Q1 		$958K Buy
2,307
+345
+18% +$132K 0.22% 109
2021
Q4 		$673K Buy
1,962
+73
+4% +$25.4K 0.15% 148
2021
Q3 		$633K Sell
1,889
-67
-3% -$24.1K 0.17% 142
2021
Q2 		$690K Buy
1,956
+41
+2% +$15K 0.19% 136
2021
Q1 		$716K Sell
1,915
-56
-3% -$18.4K 0.22% 120
2020
Q4 		$530K Buy
1,971
+291
+17% +$72.3K 0.17% 144
2020
Q3 		$380K Buy
1,680
+58
+4% +$11.2K 0.14% 165
2020
Q2 		$255K Buy
1,622
+34
+2% +$4.93K 0.1% 226
2020
Q1 		$222K Buy
+1,588
New +$251K 0.1% 231

Other funds holding DE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's DE Position: Q3 2024 in Review

9258 Wealth Management increased its Deere & Co (DE) stake by 1.7% in Q3 2024, buying an estimated $13.6K and bringing the position to 2,153 shares worth $899K. The position accounts for 0.13% of the portfolio, ranked #129.

9258 Wealth Management first reported a position in DE in Q1 2020 and has held it in 19 quarters since. The position peaked at $958K in Q1 2022. 2,136 funds tracked by Wall St. Rank hold DE as of Q3 2024.

  • 9258 Wealth Management held 2,153 shares of Deere & Co worth $899K as of Q3 2024.
  • 9258 Wealth Management bought 36 Deere & Co shares in Q3 2024, an estimated $13.6K.
  • Deere & Co made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #129 holding.
  • 9258 Wealth Management first reported a position in Deere & Co in Q1 2020 and has held it in 19 quarters since.
  • 9258 Wealth Management's Deere & Co position peaked at $958K in Q1 2022.
  • 2,136 funds tracked by Wall St. Rank held Deere & Co as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.