Financial Strategies Group’s Deere & Co DE Stock Holding History

Financial Strategies Group’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 Q4	–	Sell	-513	Closed	-$201K	–	79
2023 Q3	$201K	Hold	513	–	–	0.06%	75
2023 Q2	$208K	Buy	513 +2	+0.4%	+$765	0.07%	73
2023 Q1	$211K	Buy	511 +3	+0.6%	+$1.24K	0.08%	77
2022 Q4	$218K	Sell	508 -316	-38%	-$128K	0.09%	75
2022 Q3	$275K	Buy	824 +4	+0.5%	+$1.37K	0.12%	69
2022 Q2	$245K	Buy	820 +4	+0.5%	+$1.47K	0.1%	78
2022 Q1	$339K	Buy	816 +1	+0.1%	+$383	0.14%	68
2021 Q4	$279K	Buy	815 +2	+0.2%	+$696	0.11%	69
2021 Q3	$273K	Buy	813 +1	+0.1%	+$360	0.12%	67
2021 Q2	$286K	Buy	812 +1	+0.1%	+$365	0.13%	64
2021 Q1	$303K	Sell	811 -49	-6%	-$16.1K	0.16%	55
2020 Q4	$231K	Buy	+860	New	+$214K	0.13%	59
2020 Q1	–	Sell	-1,208	Closed	-$209K	–	44
2019 Q4	$209K	Buy	+1,208	New	+$208K	0.17%	44

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Financial Strategies Group's DE Position: Q4 2023 in Review

Financial Strategies Group sold out of Deere & Co (DE) in Q4 2023, closing a stake of 513 shares — an estimated $201K sold.

Financial Strategies Group first reported a position in DE in Q4 2019 and held it in 13 quarters. The position peaked at $339K in Q1 2022. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

Financial Strategies Group reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
Financial Strategies Group sold 513 Deere & Co shares in Q4 2023, an estimated $201K.
Financial Strategies Group first reported a position in Deere & Co in Q4 2019 and held it in 13 quarters.
Financial Strategies Group's Deere & Co position peaked at $339K in Q1 2022.
2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Financial Strategies Group's 13F filing for Q4 2023, filed 30 Jan 2024.