Blue Bell Private Wealth Management’s Deere & Co DE Stock Holding History

Blue Bell Private 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
2024 Q4	–	Sell	-39	Closed	-$16.3K	–	681
2024 Q3	$16.3K	Buy	39 +34	+680%	+$12.8K	﹤0.01%	480
2024 Q2	$1.87K	Sell	5 -8	-62%	-$3.12K	﹤0.01%	623
2024 Q1	$5.34K	Sell	13 -40	-75%	-$15.3K	﹤0.01%	571
2023 Q4	$21.2K	Hold	53	–	–	0.01%	422
2023 Q3	$20K	Sell	53 -5	-9%	-$2.06K	0.01%	362
2023 Q2	$23.5K	Hold	58	–	–	0.01%	336
2023 Q1	$23.9K	Buy	58 +13	+29%	+$5.38K	0.01%	300
2022 Q4	$19.3K	Hold	45	–	–	0.01%	313
2022 Q3	$15K	Hold	45	–	–	0.01%	332
2022 Q2	$13K	Buy	45 +30	+200%	+$11K	﹤0.01%	358
2022 Q1	$6K	Hold	15	–	–	﹤0.01%	513
2021 Q4	$5K	Buy	+15	New	+$5.22K	﹤0.01%	530

Other funds holding DE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's DE Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of Deere & Co (DE) in Q4 2024, closing a stake of 39 shares — an estimated $16.3K sold.

Blue Bell Private Wealth Management first reported a position in DE in Q4 2021 and held it in 12 quarters. The position peaked at $23.9K in Q1 2023. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining Deere & Co position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 39 Deere & Co shares in Q4 2024, an estimated $16.3K.
Blue Bell Private Wealth Management first reported a position in Deere & Co in Q4 2021 and held it in 12 quarters.
Blue Bell Private Wealth Management's Deere & Co position peaked at $23.9K in Q1 2023.
2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.