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

Castle 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
Q3 		– Sell
-1,915
Closed -$718K – 123
2024
Q2 		$718K Buy
1,915
+204
+12% +$79.6K 0.34% 64
2024
Q1 		$705K Buy
1,711
+439
+35% +$168K 0.37% 64
2023
Q4 		$511K Sell
1,272
-34
-3% -$12.8K 0.31% 75
2023
Q3 		$495K Buy
1,306
+320
+32% +$132K 0.35% 62
2023
Q2 		$401K Buy
+986
New +$377K 0.28% 76
2022
Q4 		– Sell
-116
Closed -$39K – 225
2022
Q3 		$39K Sell
116
-29
-20% -$9.93K 0.02% 243
2022
Q2 		$44K Buy
+145
New +$53.4K 0.03% 227

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Wealth Management's DE Position: Q3 2024 in Review

Castle Wealth Management sold out of Deere & Co (DE) in Q3 2024, closing a stake of 1,915 shares — an estimated $718K sold.

Castle Wealth Management first reported a position in DE in Q2 2022 and held it in 7 quarters. The position peaked at $718K in Q2 2024. 2,136 funds tracked by Wall St. Rank hold DE as of Q3 2024.

  • Castle Wealth Management reported no remaining Deere & Co position as of Q3 2024 after selling out during the quarter.
  • Castle Wealth Management sold 1,915 Deere & Co shares in Q3 2024, an estimated $718K.
  • Castle Wealth Management first reported a position in Deere & Co in Q2 2022 and held it in 7 quarters.
  • Castle Wealth Management's Deere & Co position peaked at $718K in Q2 2024.
  • 2,136 funds tracked by Wall St. Rank held Deere & Co as of Q3 2024.

Based on Castle Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.