Domani Wealth’s Deere & Co DE Stock Holding History

Domani Wealth’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 Q1	$227K	Buy	550 +38	+7%	+$15.7K	0.05%	109
2022 Q4	$219K	Buy	+512	New	+$208K	0.05%	112
2022 Q2	–	Sell	-482	Closed	-$200K	–	112
2022 Q1	$200K	Buy	+482	New	+$185K	0.04%	117
2020 Q1	–	Sell	-1,385	Closed	-$240K	–	128
2019 Q4	$240K	Buy	1,385 +6	+0.4%	+$1.03K	0.08%	102
2019 Q3	$233K	Buy	1,379 +7	+0.5%	+$1.12K	0.08%	102
2019 Q2	$227K	Buy	1,372 +6	+0.4%	+$934	0.08%	101
2019 Q1	$218K	Buy	1,366 +6	+0.4%	+$959	0.09%	104
2018 Q4	$203K	Buy	1,360 +7	+0.5%	+$1.02K	0.09%	100
2018 Q3	$203K	Buy	+1,353	New	+$194K	0.09%	103

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Domani Wealth's DE Position: Q1 2023 in Review

Domani Wealth increased its Deere & Co (DE) stake by 7.4% in Q1 2023, buying an estimated $15.7K and bringing the position to 550 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #109.

Domani Wealth first reported a position in DE in Q3 2018 and has held it in 9 quarters since. The position peaked at $240K in Q4 2019. 2,141 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Domani Wealth held 550 shares of Deere & Co worth $227K as of Q1 2023.
Domani Wealth bought 38 Deere & Co shares in Q1 2023, an estimated $15.7K.
Deere & Co made up 0.05% of Domani Wealth's portfolio in Q1 2023, its #109 holding.
Domani Wealth first reported a position in Deere & Co in Q3 2018 and has held it in 9 quarters since.
Domani Wealth's Deere & Co position peaked at $240K in Q4 2019.
2,141 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.