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Brendel Financial Advisors’s Deere & Co DE Stock Holding History

Brendel Financial Advisors’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
2021
Q3 		– Sell
-361
Closed -$127K – 116
2021
Q2 		$127K Sell
361
-7,577
-95% -$2.77M 0.07% 124
2021
Q1 		$2.97M Buy
+7,938
New +$2.61M 1.99% 19

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brendel Financial Advisors's DE Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Deere & Co (DE) in Q3 2021, closing a stake of 361 shares — an estimated $127K sold.

Brendel Financial Advisors first reported a position in DE in Q1 2021 and held it in 2 quarters. The position peaked at $2.97M in Q1 2021. 1,744 funds tracked by Wall St. Rank hold DE as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Deere & Co position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 361 Deere & Co shares in Q3 2021, an estimated $127K.
  • Brendel Financial Advisors first reported a position in Deere & Co in Q1 2021 and held it in 2 quarters.
  • Brendel Financial Advisors's Deere & Co position peaked at $2.97M in Q1 2021.
  • 1,744 funds tracked by Wall St. Rank held Deere & Co as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.