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Cedar Brook Financial Partners’s Deere & Co DE Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-588
Closed -$242K – 102
2024
Q1 		$242K Buy
588
+42
+8% +$16.1K 0.05% 369
2023
Q4 		$213K Buy
+546
New +$206K 0.05% 379
2019
Q3 		– Sell
-1,309
Closed -$217K – 306
2019
Q2 		$217K Sell
1,309
-1
-0.1% -$156 0.1% 266
2019
Q1 		$209K Buy
+1,310
New +$209K 0.1% 266

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cedar Brook Financial Partners's DE Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Deere & Co (DE) in Q2 2024, closing a stake of 588 shares — an estimated $242K sold.

Cedar Brook Financial Partners first reported a position in DE in Q1 2019 and held it in 4 quarters. The position peaked at $242K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold DE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Deere & Co position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 588 Deere & Co shares in Q2 2024, an estimated $242K.
  • Cedar Brook Financial Partners first reported a position in Deere & Co in Q1 2019 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Deere & Co position peaked at $242K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.