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Baystate Wealth Management’s Deere & Co DE Stock Holding History

Baystate 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
2023
Q4 		$148K Buy
369
+2
+0.5% +$754 0.01% 232
2023
Q3 		$139K Buy
367
+1
+0.3% +$412 0.01% 224
2023
Q2 		$148K Buy
366
+1
+0.3% +$382 0.01% 216
2023
Q1 		$151K Sell
365
-13
-3% -$5.38K 0.01% 206
2022
Q4 		$162K Buy
378
+1
+0.3% +$406 0.01% 207
2022
Q3 		$126K Hold
377
– – 0.01% 208
2022
Q2 		$113K Buy
377
+1
+0.3% +$368 0.01% 222
2022
Q1 		$156K Buy
376
+1
+0.3% +$383 0.01% 193
2021
Q4 		$129K Buy
375
+30
+9% +$10.4K 0.01% 216
2021
Q3 		$116K Buy
345
+1
+0.3% +$360 0.01% 201
2021
Q2 		$122K Hold
344
– – 0.01% 188
2021
Q1 		$129K Buy
344
+54
+19% +$17.7K 0.01% 171
2020
Q4 		$78K Sell
290
-118
-29% -$29.3K 0.01% 199
2020
Q3 		$90K Buy
408
+87
+27% +$16.8K 0.01% 169
2020
Q2 		$51K Buy
321
+79
+33% +$11.4K 0.01% 223
2020
Q1 		$33K Sell
242
-3,078
-93% -$487K ﹤0.01% 233
2019
Q4 		$575K Sell
3,320
-824
-20% -$142K 0.07% 58
2019
Q3 		$699K Buy
4,144
+19
+0.5% +$3.04K 0.09% 47
2019
Q2 		$681K Buy
4,125
+8
+0.2% +$1.25K 0.09% 47
2019
Q1 		$681K Buy
4,117
+3,877
+1,615% +$619K 0.09% 46
2018
Q4 		$40K Sell
240
-39
-14% -$5.71K 0.01% 227
2018
Q3 		$41K Buy
279
+1
+0.4% +$144 0.01% 226
2018
Q2 		$39K Buy
278
+35
+14% +$5.16K 0.01% 214
2018
Q1 		$35K Buy
243
+5
+2% +$811 0.01% 226
2017
Q4 		$41K Hold
238
– – 0.01% 217
2017
Q3 		$31K Hold
238
– – 0.01% 233
2017
Q2 		$30K Buy
238
+8
+3% +$939 0.01% 225
2017
Q1 		$25K Buy
230
+80
+53% +$8.67K ﹤0.01% 244
2016
Q4 		$16K Buy
+150
New +$14.1K ﹤0.01% 247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baystate Wealth Management's DE Position: Q4 2023 in Review

Baystate Wealth Management increased its Deere & Co (DE) stake by 0.54% in Q4 2023, buying an estimated $754 and bringing the position to 369 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #232.

Baystate Wealth Management first reported a position in DE in Q4 2016 and has held it in 29 quarters since. The position peaked at $699K in Q3 2019. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Baystate Wealth Management held 369 shares of Deere & Co worth $148K as of Q4 2023.
  • Baystate Wealth Management bought 2 Deere & Co shares in Q4 2023, an estimated $754.
  • Deere & Co made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #232 holding.
  • Baystate Wealth Management first reported a position in Deere & Co in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Deere & Co position peaked at $699K in Q3 2019.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.