AWM
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Aevitas Wealth Management’s Deere & Co DE Stock Holding History

Aevitas 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
2022
Q4 		$518K Buy
1,209
+2
+0.2% +$813 0.31% 70
2022
Q3 		$403K Sell
1,207
-9
-0.7% -$3.08K 0.3% 77
2022
Q2 		$364K Buy
1,216
+4
+0.3% +$1.47K 0.25% 83
2022
Q1 		$504K Sell
1,212
-113
-9% -$43.3K 0.31% 75
2021
Q4 		$454K Buy
1,325
+2
+0.2% +$696 0.27% 86
2021
Q3 		$443K Sell
1,323
-98
-7% -$35.3K 0.28% 87
2021
Q2 		$501K Buy
1,421
+1
+0.1% +$365 0.32% 81
2021
Q1 		$531K Buy
1,420
+2
+0.1% +$656 0.37% 69
2020
Q4 		$382K Sell
1,418
-188
-12% -$46.7K 0.28% 83
2020
Q3 		$356K Buy
1,606
+4
+0.2% +$772 0.29% 81
2020
Q2 		$252K Sell
1,602
-298
-16% -$43.2K 0.23% 87
2020
Q1 		$262K Sell
1,900
-295
-13% -$46.7K 0.29% 83
2019
Q4 		$380K Sell
2,195
-560
-20% -$96.5K 0.36% 73
2019
Q3 		$465K Buy
2,755
+7
+0.3% +$1.12K 0.47% 61
2019
Q2 		$455K Sell
2,748
-444
-14% -$69.1K 0.46% 63
2019
Q1 		$510K Buy
3,192
+580
+22% +$92.7K 0.45% 61
2018
Q4 		$390K Buy
2,612
+555
+27% +$81.3K 0.4% 67
2018
Q3 		$309K Buy
2,057
+304
+17% +$43.7K 0.28% 85
2018
Q2 		$245K Buy
1,753
+96
+6% +$14.1K 0.24% 93
2018
Q1 		$257K Buy
1,657
+3
+0.2% +$487 0.26% 89
2017
Q4 		$259K Buy
+1,654
New +$231K 0.25% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aevitas Wealth Management's DE Position: Q4 2022 in Review

Aevitas Wealth Management increased its Deere & Co (DE) stake by 0.17% in Q4 2022, buying an estimated $813 and bringing the position to 1,209 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #70.

Aevitas Wealth Management first reported a position in DE in Q4 2017 and has held it in 21 quarters since. The position peaked at $531K in Q1 2021. 2,161 funds tracked by Wall St. Rank hold DE as of Q4 2022.

  • Aevitas Wealth Management held 1,209 shares of Deere & Co worth $518K as of Q4 2022.
  • Aevitas Wealth Management bought 2 Deere & Co shares in Q4 2022, an estimated $813.
  • Deere & Co made up 0.31% of Aevitas Wealth Management's portfolio in Q4 2022, its #70 holding.
  • Aevitas Wealth Management first reported a position in Deere & Co in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Deere & Co position peaked at $531K in Q1 2021.
  • 2,161 funds tracked by Wall St. Rank held Deere & Co as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.