Bourgeon Capital Management’s Deere & Co DE Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-19	Closed	-$7.71K	–	166
2023 Q4	$7.71K	Hold	19	–	–	﹤0.01%	251
2023 Q3	$7.25K	Sell	19 -2,500	-99%	-$1.03M	﹤0.01%	244
2023 Q2	$1.02M	Buy	2,519 +2,500	+13,158%	+$956K	0.24%	59
2023 Q1	$7.88K	Hold	19	–	–	﹤0.01%	242
2022 Q4	$8.16K	Hold	19	–	–	﹤0.01%	253
2022 Q3	$6K	Hold	19	–	–	﹤0.01%	244
2022 Q2	$6K	Sell	19 -20	-51%	-$7.36K	﹤0.01%	243
2022 Q1	$16K	Hold	39	–	–	﹤0.01%	204
2021 Q4	$13K	Hold	39	–	–	﹤0.01%	207
2021 Q3	$13K	Buy	39 +1	+3%	+$360	﹤0.01%	221
2021 Q2	$14K	Hold	38	–	–	﹤0.01%	218
2021 Q1	$14K	Hold	38	–	–	﹤0.01%	213
2020 Q4	$10K	Hold	38	–	–	﹤0.01%	214
2020 Q3	$8K	Hold	38	–	–	﹤0.01%	223
2020 Q2	$6K	Hold	38	–	–	﹤0.01%	209
2020 Q1	$5K	Hold	38	–	–	﹤0.01%	212
2019 Q4	$7K	Hold	38	–	–	﹤0.01%	193
2019 Q3	$6K	Buy	+38	New	+$6.08K	﹤0.01%	194

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

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Bourgeon Capital Management's DE Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Deere & Co (DE) in Q1 2024, closing a stake of 19 shares — an estimated $7.71K sold.

Bourgeon Capital Management first reported a position in DE in Q3 2019 and held it in 18 quarters. The position peaked at $1.02M in Q2 2023. 2,201 funds tracked by Wall St. Rank hold DE as of Q1 2024.

Bourgeon Capital Management reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 19 Deere & Co shares in Q1 2024, an estimated $7.71K.
Bourgeon Capital Management first reported a position in Deere & Co in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Deere & Co position peaked at $1.02M in Q2 2023.
2,201 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.