Isthmus Partners’s Deere & Co DE Stock Holding History

Isthmus Partners’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
2021 Q3	–	Sell	-25	Closed	-$9K	–	178
2021 Q2	$9K	Buy	+25	New	+$9.13K	﹤0.01%	240
2019 Q2	–	Sell	-11,722	Closed	-$135K	–	154
2019 Q1	$135K	Buy	+11,722	New	+$1.87M	0.03%	135
2018 Q4	–	Sell	-332	Closed	-$50K	–	172
2018 Q3	$50K	Hold	332	–	–	0.01%	180
2018 Q2	$46K	Sell	332 -83	-20%	-$12.2K	0.01%	181
2018 Q1	$64K	Sell	415 -50	-11%	-$8.11K	0.02%	164
2017 Q4	$73K	Sell	465 -33	-7%	-$4.62K	0.02%	161
2017 Q3	$63K	Sell	498 -2	-0.4%	-$247	0.02%	163
2017 Q2	$62K	Hold	500	–	–	0.02%	167
2017 Q1	$54K	Hold	500	–	–	0.02%	176
2016 Q4	$52K	Hold	500	–	–	0.02%	179
2016 Q3	$43K	Hold	500	–	–	0.01%	179
2016 Q2	$41K	Hold	500	–	–	0.01%	176
2016 Q1	$38K	Hold	500	–	–	0.01%	178
2015 Q4	$38K	Hold	500	–	–	0.01%	186
2015 Q3	$37K	Hold	500	–	–	0.01%	189
2015 Q2	$49K	Hold	500	–	–	0.02%	180
2015 Q1	$44K	Hold	500	–	–	0.01%	180
2014 Q4	$44K	Buy	+500	New	+$43.2K	0.02%	186

Other funds holding DE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

Capital World Investors

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