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

BigSur 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 Q3	–	Sell	-524	Closed	-$214K	–	116
2023 Q2	$214K	Sell	524 -563	-52%	-$215K	0.1%	109
2023 Q1	$450K	Hold	1,087	–	–	0.21%	88
2022 Q4	$467K	Buy	1,087 +1	+0.1%	+$406	0.23%	84
2022 Q3	$364K	Buy	1,086 +19	+2%	+$6.51K	0.18%	88
2022 Q2	$321K	Buy	1,067 +7	+0.7%	+$2.58K	0.15%	99
2022 Q1	$442K	Sell	1,060 -19	-2%	-$7.28K	0.17%	91
2021 Q4	$371K	Hold	1,079	–	–	0.15%	97
2021 Q3	$363K	Sell	1,079 -24	-2%	-$8.65K	0.16%	92
2021 Q2	$390K	Hold	1,103	–	–	0.18%	85
2021 Q1	$415K	Sell	1,103 -79	-7%	-$25.9K	0.21%	80
2020 Q4	$319K	Buy	1,182 +282	+31%	+$70.1K	0.18%	79
2020 Q3	$200K	Buy	+900	New	+$174K	0.13%	90

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

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

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

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

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

BigSur Wealth Management's DE Position: Q3 2023 in Review

BigSur Wealth Management sold out of Deere & Co (DE) in Q3 2023, closing a stake of 524 shares — an estimated $214K sold.

BigSur Wealth Management first reported a position in DE in Q3 2020 and held it in 12 quarters. The position peaked at $467K in Q4 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

BigSur Wealth Management reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
BigSur Wealth Management sold 524 Deere & Co shares in Q3 2023, an estimated $214K.
BigSur Wealth Management first reported a position in Deere & Co in Q3 2020 and held it in 12 quarters.
BigSur Wealth Management's Deere & Co position peaked at $467K in Q4 2022.
2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on BigSur Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.