Curated Wealth Partners’s Deere & Co DE Stock Holding History

Curated Wealth 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
2023 Q3	–	Sell	-501	Closed	-$203K	–	138
2023 Q2	$203K	Sell	501 -2	-0.4%	-$765	0.04%	133
2023 Q1	$208K	Sell	503 -21	-4%	-$8.7K	0.05%	120
2022 Q4	$225K	Buy	+524	New	+$213K	0.05%	117
2022 Q2	–	Sell	-663	Closed	-$227K	–	139
2022 Q1	$227K	Hold	663	–	–	0.08%	127
2021 Q4	$227K	Buy	663 +14	+2%	+$4.87K	0.07%	131
2021 Q3	$217K	Hold	649	–	–	0.12%	138
2021 Q2	$229K	Buy	+649	New	+$237K	0.12%	134

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 $3.38T AUM 44.17% 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

Curated Wealth Partners's DE Position: Q3 2023 in Review

Curated Wealth Partners sold out of Deere & Co (DE) in Q3 2023, closing a stake of 501 shares — an estimated $203K sold.

Curated Wealth Partners first reported a position in DE in Q2 2021 and held it in 7 quarters. The position peaked at $229K in Q2 2021. 2,121 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Curated Wealth Partners reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
Curated Wealth Partners sold 501 Deere & Co shares in Q3 2023, an estimated $203K.
Curated Wealth Partners first reported a position in Deere & Co in Q2 2021 and held it in 7 quarters.
Curated Wealth Partners's Deere & Co position peaked at $229K in Q2 2021.
2,121 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.