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Cassady Schiller Wealth Management’s Deere & Co DE Stock Holding History

Cassady Schiller 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 		$28.4K Buy
67
+15
+29% +$6.32K 0.01% 254
2024
Q3 		$21.7K Buy
+52
New +$19.6K 0.01% 266
2023
Q4 		– Sell
-66
Closed -$24.9K – 444
2023
Q3 		$24.9K Hold
66
– – 0.01% 259
2023
Q2 		$26.7K Buy
+66
New +$25.2K 0.01% 260
2022
Q1 		– Sell
-2
Closed -$1K – 224
2021
Q4 		$1K Buy
+2
New +$696 ﹤0.01% 440

Other funds holding DE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's DE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Deere & Co (DE) stake by 29% in Q4 2024, buying an estimated $6.32K and bringing the position to 67 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #254.

Cassady Schiller Wealth Management first reported a position in DE in Q4 2021 and has held it in 5 quarters since. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

  • Cassady Schiller Wealth Management held 67 shares of Deere & Co worth $28.4K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 15 Deere & Co shares in Q4 2024, an estimated $6.32K.
  • Deere & Co made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #254 holding.
  • Cassady Schiller Wealth Management first reported a position in Deere & Co in Q4 2021 and has held it in 5 quarters since.
  • 2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.