Andesa Financial Management’s Deere & Co DE Stock Holding History

Andesa Financial 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
2023 Q1	–	Sell	-595	Closed	-$255K	–	127
2022 Q4	$255K	Sell	595 -87	-13%	-$35.4K	0.14%	129
2022 Q3	$227K	Buy	+682	New	+$234K	0.08%	141
2022 Q2	–	Sell	-836	Closed	-$345K	–	137
2022 Q1	$345K	Buy	836 +93	+13%	+$35.6K	0.19%	105
2021 Q4	$255K	Buy	743 +1	+0.1%	+$348	0.13%	134
2021 Q3	$246K	Sell	742 -317	-30%	-$114K	0.13%	122
2021 Q2	$373K	Buy	1,059 +26	+3%	+$9.49K	0.11%	114
2021 Q1	$386K	Buy	1,033 +78	+8%	+$25.6K	0.13%	105
2020 Q4	$256K	Sell	955 -47	-5%	-$11.7K	0.17%	101
2020 Q3	$222K	Buy	+1,002	New	+$193K	0.09%	123

Other funds holding DE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Andesa Financial Management's DE Position: Q1 2023 in Review

Andesa Financial Management sold out of Deere & Co (DE) in Q1 2023, closing a stake of 595 shares — an estimated $255K sold.

Andesa Financial Management first reported a position in DE in Q3 2020 and held it in 9 quarters. The position peaked at $386K in Q1 2021. 2,141 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Andesa Financial Management reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 595 Deere & Co shares in Q1 2023, an estimated $255K.
Andesa Financial Management first reported a position in Deere & Co in Q3 2020 and held it in 9 quarters.
Andesa Financial Management's Deere & Co position peaked at $386K in Q1 2021.
2,141 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.