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Insight Wealth Strategies’s Deere & Co DE Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-5,542
Closed -$2.07M – 161
2024
Q2 		$2.07M Buy
5,542
+231
+4% +$90.1K 0.29% 83
2024
Q1 		$2.18M Buy
5,311
+204
+4% +$78.2K 0.32% 74
2023
Q4 		$2.04M Buy
5,107
+377
+8% +$142K 0.33% 66
2023
Q3 		$1.78M Buy
4,730
+159
+3% +$65.6K 0.34% 58
2023
Q2 		$1.85M Sell
4,571
-26
-0.6% -$9.94K 0.35% 49
2023
Q1 		$1.9M Sell
4,597
-650
-12% -$269K 0.37% 41
2022
Q4 		$2.25M Buy
5,247
+44
+0.8% +$17.9K 0.44% 30
2022
Q3 		$1.56M Hold
5,203
– – 0.29% 51
2022
Q2 		$1.56M Sell
5,203
-346
-6% -$127K 0.29% 51
2022
Q1 		$2.31M Buy
5,549
+180
+3% +$69K 0.34% 40
2021
Q4 		$1.84M Buy
5,369
+298
+6% +$104K 0.26% 56
2021
Q3 		$1.7M Buy
5,071
+2,181
+75% +$786K 0.24% 60
2021
Q2 		$1.02M Sell
2,890
-768
-21% -$280K 0.14% 97
2021
Q1 		$1.37M Buy
3,658
+309
+9% +$101K 0.18% 79
2020
Q4 		$901K Buy
3,349
+112
+3% +$27.8K 0.15% 79
2020
Q3 		$717K Buy
3,237
+1,290
+66% +$249K 0.13% 73
2020
Q2 		$306K Buy
1,947
+472
+32% +$68.4K 0.07% 126
2020
Q1 		$204K Sell
1,475
-2,627
-64% -$416K 0.05% 144
2019
Q4 		$711K Buy
4,102
+303
+8% +$52.2K 0.15% 97
2019
Q3 		$641K Buy
3,799
+505
+15% +$80.8K 0.15% 97
2019
Q2 		$546K Buy
3,294
+816
+33% +$127K 0.13% 94
2019
Q1 		$396K Buy
+2,478
New +$396K 0.11% 110

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Strategies's DE Position: Q3 2024 in Review

Insight Wealth Strategies sold out of Deere & Co (DE) in Q3 2024, closing a stake of 5,542 shares — an estimated $2.07M sold.

Insight Wealth Strategies first reported a position in DE in Q1 2019 and held it in 22 quarters. The position peaked at $2.31M in Q1 2022. 2,136 funds tracked by Wall St. Rank hold DE as of Q3 2024.

  • Insight Wealth Strategies reported no remaining Deere & Co position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,542 Deere & Co shares in Q3 2024, an estimated $2.07M.
  • Insight Wealth Strategies first reported a position in Deere & Co in Q1 2019 and held it in 22 quarters.
  • Insight Wealth Strategies's Deere & Co position peaked at $2.31M in Q1 2022.
  • 2,136 funds tracked by Wall St. Rank held Deere & Co as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.