Heritage Financial Services’s Deere & Co DE Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-100	Closed	-$29K	–	155
2022 Q2	$29K	Buy	+100	New	+$36.8K	0.02%	204

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Heritage Financial Services's DE Position: Q3 2022 in Review

Heritage Financial Services sold out of Deere & Co (DE) in Q3 2022, closing a stake of 100 shares — an estimated $29K sold.

Heritage Financial Services first reported a position in DE in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 1,924 funds tracked by Wall St. Rank hold DE as of Q3 2022.

Heritage Financial Services reported no remaining Deere & Co position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 100 Deere & Co shares in Q3 2022, an estimated $29K.
Heritage Financial Services first reported a position in Deere & Co in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Deere & Co position peaked at $29K in Q2 2022.
1,924 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.