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

Altium 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
Q2 		$1.26M Buy
4,196
+441
+12% +$162K 0.09% 137
2022
Q1 		$1.56M Buy
3,755
+724
+24% +$277K 0.1% 115
2021
Q4 		$1.04M Buy
3,031
+369
+14% +$128K 0.07% 149
2021
Q3 		$892K Buy
2,662
+155
+6% +$55.9K 0.06% 151
2021
Q2 		$884K Buy
2,507
+203
+9% +$74.1K 0.06% 142
2021
Q1 		$862K Buy
2,304
+194
+9% +$63.7K 0.07% 130
2020
Q4 		$568K Buy
2,110
+275
+15% +$68.3K 0.05% 169
2020
Q3 		$407K Buy
1,835
+128
+7% +$24.7K 0.04% 214
2020
Q2 		$268K Buy
1,707
+94
+6% +$13.6K 0.03% 279
2020
Q1 		$223K Buy
1,613
+430
+36% +$68K 0.03% 280
2019
Q4 		$205K Buy
+1,183
New +$204K 0.02% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Altium Wealth Management's DE Position: Q2 2022 in Review

Altium Wealth Management increased its Deere & Co (DE) stake by 12% in Q2 2022, buying an estimated $162K and bringing the position to 4,196 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #137.

Altium Wealth Management first reported a position in DE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2022. 1,887 funds tracked by Wall St. Rank hold DE as of Q2 2022.

  • Altium Wealth Management held 4,196 shares of Deere & Co worth $1.26M as of Q2 2022.
  • Altium Wealth Management bought 441 Deere & Co shares in Q2 2022, an estimated $162K.
  • Deere & Co made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #137 holding.
  • Altium Wealth Management first reported a position in Deere & Co in Q4 2019 and has held it in 11 quarters since.
  • Altium Wealth Management's Deere & Co position peaked at $1.56M in Q1 2022.
  • 1,887 funds tracked by Wall St. Rank held Deere & Co as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.