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

Curi 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
Q1 		– Sell
-2,102
Closed -$841K – 31
2023
Q4 		$841K Sell
2,102
-1
-0% -$377 0.12% 71
2023
Q3 		$794K Sell
2,103
-287
-12% -$118K 0.12% 69
2023
Q2 		$968K Buy
2,390
+69
+3% +$26.4K 0.13% 71
2023
Q1 		$958K Sell
2,321
-33
-1% -$13.7K 0.14% 71
2022
Q4 		$1.01M Buy
2,354
+35
+2% +$14.2K 0.14% 79
2022
Q3 		$774K Buy
2,319
+1,618
+231% +$554K 0.13% 85
2022
Q2 		$210K Buy
701
+415
+145% +$153K 0.04% 111
2022
Q1 		$118K Buy
286
+250
+694% +$95.8K 0.02% 145
2021
Q4 		$12K Buy
+36
New +$12.5K ﹤0.01% 296
2021
Q1 		– Sell
-9
Closed -$2K – 197
2020
Q4 		$2K Buy
+9
New +$2.24K ﹤0.01% 335

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's DE Position: Q1 2024 in Review

Curi Wealth Management sold out of Deere & Co (DE) in Q1 2024, closing a stake of 2,102 shares — an estimated $841K sold.

Curi Wealth Management first reported a position in DE in Q4 2020 and held it in 10 quarters. The position peaked at $1.01M in Q4 2022. 2,200 funds tracked by Wall St. Rank hold DE as of Q1 2024.

  • Curi Wealth Management reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,102 Deere & Co shares in Q1 2024, an estimated $841K.
  • Curi Wealth Management first reported a position in Deere & Co in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Deere & Co position peaked at $1.01M in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.