Jupiter Wealth Management’s Deere & Co DE Stock Holding History

Jupiter Wealth 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 Q1	–	Sell	-700	Closed	-$280K	–	95
2023 Q4	$280K	Hold	700	–	–	0.16%	72
2023 Q3	$262K	Sell	700 -1,200	-63%	-$495K	0.17%	71
2023 Q2	$770K	Hold	1,900	–	–	0.66%	38
2023 Q1	$784K	Buy	+1,900	New	+$787K	0.72%	36

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Jupiter Wealth Management's DE Position: Q1 2024 in Review

Jupiter Wealth Management sold out of Deere & Co (DE) in Q1 2024, closing a stake of 700 shares — an estimated $280K sold.

Jupiter Wealth Management first reported a position in DE in Q1 2023 and held it in 4 quarters. The position peaked at $784K in Q1 2023. 2,200 funds tracked by Wall St. Rank hold DE as of Q1 2024.

Jupiter Wealth Management reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
Jupiter Wealth Management sold 700 Deere & Co shares in Q1 2024, an estimated $280K.
Jupiter Wealth Management first reported a position in Deere & Co in Q1 2023 and held it in 4 quarters.
Jupiter Wealth Management's Deere & Co position peaked at $784K in Q1 2023.
2,200 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Jupiter Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.