Advisory Research’s Deere & Co DE Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,723	Closed	-$650K	–	369
2023 Q3	$650K	Buy	1,723 +174	+11%	+$71.8K	0.09%	242
2023 Q2	$628K	Buy	+1,549	New	+$592K	0.08%	262
2023 Q1	–	Sell	-775	Closed	-$332K	–	372
2022 Q4	$332K	Buy	+775	New	+$315K	0.03%	284
2022 Q2	–	Sell	-526	Closed	-$219K	–	392
2022 Q1	$219K	Buy	+526	New	+$202K	0.02%	332
2014 Q3	–	Sell	-180,635	Closed	-$16.4M	–	326
2014 Q2	$16.4M	Sell	180,635 -7,415	-4%	-$682K	0.15%	135
2014 Q1	$17.1M	Sell	188,050 -51,153	-21%	-$4.47M	0.18%	128
2013 Q4	$21.8M	Sell	239,203 -86	-0%	-$7.28K	0.22%	110
2013 Q3	$19.5M	Buy	239,289 +3,461	+1%	+$288K	0.21%	121
2013 Q2	$19.2M	Buy	+235,828	New	+$20.4M	0.22%	121

Other funds holding DE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Advisory Research's DE Position: Q4 2023 in Review

Advisory Research sold out of Deere & Co (DE) in Q4 2023, closing a stake of 1,723 shares — an estimated $650K sold.

Advisory Research first reported a position in DE in Q2 2013 and held it in 9 quarters. The position peaked at $21.8M in Q4 2013. 2,222 funds tracked by Wall St. Rank hold DE as of Q4 2023.

Advisory Research reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,723 Deere & Co shares in Q4 2023, an estimated $650K.
Advisory Research first reported a position in Deere & Co in Q2 2013 and held it in 9 quarters.
Advisory Research's Deere & Co position peaked at $21.8M in Q4 2013.
2,222 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.