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Deere & Company’s Heritage Insurance Holdings HRTG Stock Holding History

Deere & Company’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15,500
Closed -$223K – 342
2016
Q3 		$223K Hold
15,500
– – 0.01% 948
2016
Q2 		$186K Sell
15,500
-294
-2% -$3.92K 0.01% 977
2016
Q1 		$252K Buy
+15,794
New +$288K 0.01% 831
2015
Q3 		– Sell
-28,637
Closed -$658K – 981
2015
Q2 		$658K Buy
+28,637
New +$615K 0.04% 524

Other funds holding HRTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deere & Company's HRTG Position: Q4 2016 in Review

Deere & Company sold out of Heritage Insurance Holdings (HRTG) in Q4 2016, closing a stake of 15,500 shares — an estimated $223K sold.

Deere & Company first reported a position in HRTG in Q2 2015 and held it in 4 quarters. The position peaked at $658K in Q2 2015. 114 funds tracked by Wall St. Rank hold HRTG as of Q4 2016.

  • Deere & Company reported no remaining Heritage Insurance Holdings position as of Q4 2016 after selling out during the quarter.
  • Deere & Company sold 15,500 Heritage Insurance Holdings shares in Q4 2016, an estimated $223K.
  • Deere & Company first reported a position in Heritage Insurance Holdings in Q2 2015 and held it in 4 quarters.
  • Deere & Company's Heritage Insurance Holdings position peaked at $658K in Q2 2015.
  • 114 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2016.

Based on Deere & Company's 13F filing for Q4 2016, filed 13 Feb 2017.