Berman Capital Advisors’s Deere & Co DE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$415K Buy
1,239
+54
+5% +$19.5K 0.07% 153
2021
Q2
$417K Buy
1,185
+187
+19% +$68.3K 0.07% 137
2021
Q1
$373K Buy
998
+630
+171% +$207K 0.08% 121
2020
Q4
$99K Buy
368
+41
+13% +$10.2K 0.02% 250
2020
Q3
$72K Buy
327
+2
+0.6% +$386 0.02% 271
2020
Q2
$50K Sell
325
-100
-24% -$14.5K 0.01% 324
2020
Q1
$57K Sell
425
-59
-12% -$9.33K 0.02% 272
2019
Q4
$83K Buy
484
+1
+0.2% +$172 0.02% 249
2019
Q3
$81K Buy
483
+95
+24% +$15.2K 0.03% 237
2019
Q2
$64K Sell
388
-22
-5% -$3.42K 0.02% 266
2019
Q1
$65K Buy
410
+110
+37% +$17.6K 0.02% 243
2018
Q4
$44K Buy
+300
New +$43.9K 0.02% 263

Other funds holding DE

Berman Capital Advisors's DE Position: Q3 2021 in Review

Berman Capital Advisors increased its Deere & Co (DE) stake by 4.6% in Q3 2021, buying an estimated $19.5K and bringing the position to 1,239 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #153.

Berman Capital Advisors first reported a position in DE in Q4 2018 and has held it in 12 quarters since. The position peaked at $417K in Q2 2021. 1,744 funds tracked by Wall St. Rank hold DE as of Q3 2021.

  • Berman Capital Advisors held 1,239 shares of Deere & Co worth $415K as of Q3 2021.
  • Berman Capital Advisors bought 54 Deere & Co shares in Q3 2021, an estimated $19.5K.
  • Deere & Co made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #153 holding.
  • Berman Capital Advisors first reported a position in Deere & Co in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Deere & Co position peaked at $417K in Q2 2021.
  • 1,744 funds tracked by Wall St. Rank held Deere & Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.