Essential Planning’s Deere & Co DE Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-6,695	Closed	-$2.82M	–	128
2024 Q4	$2.82M	Buy	+6,695	New	+$2.82M	0.02%	166

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Essential Planning's DE Position: Q1 2025 in Review

Essential Planning sold out of Deere & Co (DE) in Q1 2025, closing a stake of 6,695 shares — an estimated $2.82M sold.

Essential Planning first reported a position in DE in Q4 2024 and held it in 1 quarter. The position peaked at $2.82M in Q4 2024. 2,339 funds tracked by Wall St. Rank hold DE as of Q1 2025.

Essential Planning reported no remaining Deere & Co position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 6,695 Deere & Co shares in Q1 2025, an estimated $2.82M.
Essential Planning first reported a position in Deere & Co in Q4 2024 and held it in 1 quarter.
Essential Planning's Deere & Co position peaked at $2.82M in Q4 2024.
2,339 funds tracked by Wall St. Rank held Deere & Co as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.