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

Buckley 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	-581	Closed	-$235K	–	110
2023 Q2	$235K	Buy	+581	New	+$222K	0.08%	116
2022 Q2	–	Sell	-617	Closed	-$256K	–	148
2022 Q1	$256K	Buy	+617	New	+$236K	0.07%	132
2020 Q1	–	Sell	-2,139	Closed	-$371K	–	127
2019 Q4	$371K	Sell	2,139 -71	-3%	-$12.2K	0.17%	99
2019 Q3	$373K	Hold	2,210	–	–	0.18%	97
2019 Q2	$366K	Hold	2,210	–	–	0.17%	108
2019 Q1	$353K	Hold	2,210	–	–	0.17%	106
2018 Q4	$330K	Buy	2,210 +175	+9%	+$25.6K	0.17%	106
2018 Q3	$306K	Sell	2,035 -11	-0.5%	-$1.58K	0.13%	131
2018 Q2	$286K	Sell	2,046 -8	-0.4%	-$1.18K	0.14%	135
2018 Q1	$319K	Buy	2,054 +445	+28%	+$72.2K	0.16%	127
2017 Q4	$252K	Buy	+1,609	New	+$225K	0.13%	145

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Buckley Wealth Management sold out of Deere & Co (DE) in Q3 2023, closing a stake of 581 shares — an estimated $235K sold.

Buckley Wealth Management first reported a position in DE in Q4 2017 and held it in 11 quarters. The position peaked at $373K in Q3 2019. 2,121 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Buckley Wealth Management reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 581 Deere & Co shares in Q3 2023, an estimated $235K.
Buckley Wealth Management first reported a position in Deere & Co in Q4 2017 and held it in 11 quarters.
Buckley Wealth Management's Deere & Co position peaked at $373K in Q3 2019.
2,121 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.