IAM Advisory’s Deere & Co DE Stock Holding History

IAM Advisory’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 Q3	–	Sell	-1,025	Closed	-$415K	–	99
2023 Q2	$415K	Sell	1,025 -24	-2%	-$9.18K	0.14%	66
2023 Q1	$433K	Sell	1,049 -9	-0.9%	-$3.73K	0.15%	70
2022 Q4	$454K	Buy	1,058 +27	+3%	+$11K	0.17%	66
2022 Q3	$344K	Buy	1,031 +42	+4%	+$14.4K	0.15%	64
2022 Q2	$296K	Buy	+989	New	+$364K	0.12%	66

Other funds holding DE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IAM Advisory's DE Position: Q3 2023 in Review

IAM Advisory sold out of Deere & Co (DE) in Q3 2023, closing a stake of 1,025 shares — an estimated $415K sold.

IAM Advisory first reported a position in DE in Q2 2022 and held it in 5 quarters. The position peaked at $454K in Q4 2022. 2,121 funds tracked by Wall St. Rank hold DE as of Q3 2023.

IAM Advisory reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
IAM Advisory sold 1,025 Deere & Co shares in Q3 2023, an estimated $415K.
IAM Advisory first reported a position in Deere & Co in Q2 2022 and held it in 5 quarters.
IAM Advisory's Deere & Co position peaked at $454K in Q4 2022.
2,121 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on IAM Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.