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Bridgeworth’s Deere & Co DE Stock Holding History

Bridgeworth’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
Q4 		$597K Sell
1,493
-136
-8% -$51.3K 0.06% 97
2023
Q3 		$615K Sell
1,629
-106
-6% -$43.7K 0.07% 88
2023
Q2 		$703K Buy
1,735
+67
+4% +$25.6K 0.08% 87
2023
Q1 		$689K Hold
1,668
– – 0.09% 88
2022
Q4 		$715K Sell
1,668
-16
-1% -$6.5K 0.11% 84
2022
Q3 		$562K Sell
1,684
-137
-8% -$46.9K 0.13% 84
2022
Q2 		$545K Sell
1,821
-33
-2% -$12.1K 0.13% 82
2022
Q1 		$770K Sell
1,854
-675
-27% -$259K 0.18% 70
2021
Q4 		$867K Buy
2,529
+675
+36% +$235K 0.19% 66
2021
Q3 		$621K Sell
1,854
-71
-4% -$25.6K 0.17% 70
2021
Q2 		$679K Buy
1,925
+600
+45% +$219K 0.19% 60
2021
Q1 		$496K Hold
1,325
– – 0.16% 71
2020
Q4 		$356K Hold
1,325
– – 0.12% 84
2020
Q3 		$294K Hold
1,325
– – 0.11% 92
2020
Q2 		$208K Buy
+1,325
New +$192K 0.08% 119
2020
Q1 		– Sell
-1,336
Closed -$231K – 125
2019
Q4 		$231K Hold
1,336
– – 0.09% 119
2019
Q3 		$225K Sell
1,336
-625
-32% -$100K 0.09% 115
2019
Q2 		$325K Hold
1,961
– – 0.12% 85
2019
Q1 		$314K Buy
+1,961
New +$313K 0.12% 89
2018
Q3 		– Sell
-1,375
Closed -$191K – 223
2018
Q2 		$191K Sell
1,375
-833
-38% -$123K 0.08% 137
2018
Q1 		$339K Buy
+2,208
New +$358K 0.16% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bridgeworth's DE Position: Q4 2023 in Review

Bridgeworth reduced its Deere & Co (DE) stake by 8.3% in Q4 2023, selling an estimated $51.3K and leaving 1,493 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #97.

Bridgeworth first reported a position in DE in Q1 2018 and has held it in 21 quarters since. The position peaked at $867K in Q4 2021. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Bridgeworth held 1,493 shares of Deere & Co worth $597K as of Q4 2023.
  • Bridgeworth sold 136 Deere & Co shares in Q4 2023, an estimated $51.3K.
  • Deere & Co made up 0.06% of Bridgeworth's portfolio in Q4 2023, its #97 holding.
  • Bridgeworth first reported a position in Deere & Co in Q1 2018 and has held it in 21 quarters since.
  • Bridgeworth's Deere & Co position peaked at $867K in Q4 2021.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.