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Deere & Company’s Welltower WELL Stock Holding History

Deere & Company’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15,675
Closed -$1.17M – 749
2016
Q3 		$1.17M Sell
15,675
-387
-2% -$29.6K 0.06% 350
2016
Q2 		$1.22M Sell
16,062
-360
-2% -$25.6K 0.07% 314
2016
Q1 		$1.14M Buy
+16,422
New +$1.06M 0.06% 337

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Deere & Company sold out of Welltower (WELL) in Q4 2016, closing a stake of 15,675 shares — an estimated $1.17M sold.

Deere & Company first reported a position in WELL in Q1 2016 and held it in 3 quarters. The position peaked at $1.22M in Q2 2016. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

  • Deere & Company reported no remaining Welltower position as of Q4 2016 after selling out during the quarter.
  • Deere & Company sold 15,675 Welltower shares in Q4 2016, an estimated $1.17M.
  • Deere & Company first reported a position in Welltower in Q1 2016 and held it in 3 quarters.
  • Deere & Company's Welltower position peaked at $1.22M in Q2 2016.
  • 695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

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