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Heritage Wealth Management (Arizona)’s Deere & Co DE Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$636K Sell
1,703
-154
-8% -$60.1K 0.35% 66
2024
Q1 		$763K Sell
1,857
-29
-2% -$11.1K 0.39% 59
2023
Q4 		$754K Buy
+1,886
New +$711K 0.41% 57
2022
Q4 		$1.42M Buy
+3,304
New +$1.34M 0.2% 79
2022
Q2 		– Sell
-50
Closed -$21K – 1002
2022
Q1 		$21K Buy
+50
New +$19.2K 0.01% 585

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DE Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Deere & Co (DE) stake by 8.3% in Q2 2024, selling an estimated $60.1K and leaving 1,703 shares worth $636K. The position accounts for 0.35% of the portfolio, ranked #66.

Heritage Wealth Management (Arizona) first reported a position in DE in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2022. 2,124 funds tracked by Wall St. Rank hold DE as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 1,703 shares of Deere & Co worth $636K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 154 Deere & Co shares in Q2 2024, an estimated $60.1K.
  • Deere & Co made up 0.35% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #66 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Deere & Co in Q1 2022 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s Deere & Co position peaked at $1.42M in Q4 2022.
  • 2,124 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.