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

BerganKDV 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
Q2 		$829K Sell
2,046
-37
-2% -$14.1K 0.08% 143
2023
Q1 		$860K Buy
2,083
+20
+1% +$8.28K 0.09% 137
2022
Q4 		$885K Sell
2,063
-22
-1% -$8.94K 0.1% 135
2022
Q3 		$696K Sell
2,085
-10
-0.5% -$3.43K 0.08% 143
2022
Q2 		$627K Buy
2,095
+5
+0.2% +$1.84K 0.07% 157
2022
Q1 		$868K Hold
2,090
– – 0.09% 132
2021
Q4 		$717K Hold
2,090
– – 0.07% 156
2021
Q3 		$700K Hold
2,090
– – 0.08% 152
2021
Q2 		$737K Hold
2,090
– – 0.09% 143
2021
Q1 		$782K Hold
2,090
– – 0.1% 128
2020
Q4 		$562K Buy
2,090
+283
+16% +$70.3K 0.08% 153
2020
Q3 		$400K Buy
1,807
+6
+0.3% +$1.16K 0.06% 169
2020
Q2 		$283K Sell
1,801
-214
-11% -$31K 0.05% 196
2020
Q1 		$278K Buy
2,015
+125
+7% +$19.8K 0.06% 181
2019
Q4 		$328K Buy
1,890
+220
+13% +$37.9K 0.06% 185
2019
Q3 		$282K Hold
1,670
– – 0.06% 176
2019
Q2 		$277K Hold
1,670
– – 0.05% 179
2019
Q1 		$267K Hold
1,670
– – 0.05% 176
2018
Q4 		$249K Hold
1,670
– – 0.06% 159
2018
Q3 		$251K Buy
1,670
+155
+10% +$22.3K 0.05% 182
2018
Q2 		$212K Hold
1,515
– – 0.05% 196
2018
Q1 		$235K Hold
1,515
– – 0.06% 177
2017
Q4 		$237K Sell
1,515
-200
-12% -$28K 0.06% 182
2017
Q3 		$215K Sell
1,715
-595
-26% -$73.4K 0.05% 182
2017
Q2 		$285K Buy
2,310
+2
+0.1% +$235 0.08% 145
2017
Q1 		$251K Buy
2,308
+2
+0.1% +$217 0.07% 149
2016
Q4 		$238K Sell
2,306
-321
-12% -$30.2K 0.08% 147
2016
Q3 		$224K Buy
+2,627
New +$215K 0.08% 142

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BerganKDV Wealth Management's DE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Deere & Co (DE) stake by 1.8% in Q2 2023, selling an estimated $14.1K and leaving 2,046 shares worth $829K. The position accounts for 0.08% of the portfolio, ranked #143.

BerganKDV Wealth Management first reported a position in DE in Q3 2016 and has held it in 28 quarters since. The position peaked at $885K in Q4 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q2 2023.

  • BerganKDV Wealth Management held 2,046 shares of Deere & Co worth $829K as of Q2 2023.
  • BerganKDV Wealth Management sold 37 Deere & Co shares in Q2 2023, an estimated $14.1K.
  • Deere & Co made up 0.08% of BerganKDV Wealth Management's portfolio in Q2 2023, its #143 holding.
  • BerganKDV Wealth Management first reported a position in Deere & Co in Q3 2016 and has held it in 28 quarters since.
  • BerganKDV Wealth Management's Deere & Co position peaked at $885K in Q4 2022.
  • 2,140 funds tracked by Wall St. Rank held Deere & Co as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.