Avalon Investment & Advisory’s Deere & Co DE Stock Holding History

Avalon Investment & Advisory’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	$11.6M	Buy	+28,157	New	+$11.7M	0.32%	98
2018 Q4	–	Sell	-60,057	Closed	-$9.03M	–	312
2018 Q3	$9.03M	Sell	60,057 -344	-0.6%	-$49.4K	0.25%	139
2018 Q2	$8.44M	Sell	60,401 -1,304	-2%	-$192K	0.25%	133
2018 Q1	$9.58M	Sell	61,705 -556	-0.9%	-$90.2K	0.3%	120
2017 Q4	$9.74M	Sell	62,261 -576	-0.9%	-$80.6K	0.31%	118
2017 Q3	$7.89M	Sell	62,837 -1,551	-2%	-$191K	0.25%	134
2017 Q2	$7.96M	Sell	64,388 -874	-1%	-$103K	0.26%	129
2017 Q1	$7.1M	Buy	+65,262	New	+$7.07M	0.24%	127

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

Avalon Investment & Advisory's DE Position: Q1 2023 in Review

Avalon Investment & Advisory opened a new position in Deere & Co (DE) in Q1 2023: 28,157 shares worth $11.6M. The stake represents 0.32% of the portfolio and ranks #98 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in DE as recently as Q3 2018.

Avalon Investment & Advisory first reported a position in DE in Q1 2017 and has held it in 8 quarters since. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Avalon Investment & Advisory held 28,157 shares of Deere & Co worth $11.6M as of Q1 2023.
Deere & Co was a new Avalon Investment & Advisory position in Q1 2023.
Deere & Co made up 0.32% of Avalon Investment & Advisory's portfolio in Q1 2023, its #98 holding.
Avalon Investment & Advisory first reported a position in Deere & Co in Q1 2017 and has held it in 8 quarters since.
2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.