Institutional & Family Asset Management’s Deere & Co DE Stock Holding History

Institutional & Family Asset Management’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	$48.8K	Buy	130 +2	+2%	+$780	0.01%	236
2024 Q1	$52.7K	Hold	128	–	–	0.01%	231
2023 Q4	$51.2K	Buy	128 +67	+110%	+$25.3K	0.01%	230
2023 Q3	$23K	Buy	61 +4	+7%	+$1.65K	﹤0.01%	290
2023 Q2	$23.1K	Hold	57	–	–	﹤0.01%	295
2023 Q1	$23.5K	Hold	57	–	–	﹤0.01%	291
2022 Q4	$24.4K	Hold	57	–	–	﹤0.01%	286
2022 Q3	$19K	Hold	57	–	–	﹤0.01%	317
2022 Q2	$17K	Hold	57	–	–	﹤0.01%	330
2022 Q1	$24K	Hold	57	–	–	﹤0.01%	335
2021 Q4	$20K	Hold	57	–	–	﹤0.01%	370
2021 Q3	$19K	Hold	57	–	–	﹤0.01%	458
2021 Q2	$20K	Hold	57	–	–	﹤0.01%	479
2021 Q1	$21K	Hold	57	–	–	﹤0.01%	482
2020 Q4	$15K	Hold	57	–	–	﹤0.01%	472
2020 Q3	$13K	Hold	57	–	–	﹤0.01%	452
2020 Q2	$9K	Hold	57	–	–	﹤0.01%	494
2020 Q1	$8K	Buy	57 +1	+2%	+$158	﹤0.01%	479
2019 Q4	$10K	Hold	56	–	–	﹤0.01%	503
2019 Q3	$9K	Hold	56	–	–	﹤0.01%	487
2019 Q2	$9K	Hold	56	–	–	﹤0.01%	505
2019 Q1	$9K	Buy	56 +31	+124%	+$4.95K	﹤0.01%	516
2018 Q4	$4K	Hold	25	–	–	﹤0.01%	603
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	637
2018 Q2	$3K	Hold	25	–	–	﹤0.01%	661
2018 Q1	$4K	Buy	+25	New	+$4.05K	﹤0.01%	616

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Institutional & Family Asset Management's DE Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Deere & Co (DE) stake by 1.6% in Q2 2024, buying an estimated $780 and bringing the position to 130 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Institutional & Family Asset Management first reported a position in DE in Q1 2018 and has held it in 26 quarters since. The position peaked at $52.7K in Q1 2024. 2,120 funds tracked by Wall St. Rank hold DE as of Q2 2024.

Institutional & Family Asset Management held 130 shares of Deere & Co worth $48.8K as of Q2 2024.
Institutional & Family Asset Management bought 2 Deere & Co shares in Q2 2024, an estimated $780.
Deere & Co made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #236 holding.
Institutional & Family Asset Management first reported a position in Deere & Co in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Deere & Co position peaked at $52.7K in Q1 2024.
2,120 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.