Karpas Strategies’s Deere & Co DE Stock Holding History

Karpas 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 Q2	$1.45M	Sell	3,871 -98	-2%	-$38.2K	0.45%	50
2024 Q1	$1.63M	Buy	3,969 +5	+0.1%	+$1.92K	0.51%	47
2023 Q4	$1.59M	Buy	3,964 +5	+0.1%	+$1.89K	0.52%	45
2023 Q3	$1.49M	Buy	3,959 +4	+0.1%	+$1.65K	0.55%	41
2023 Q2	$1.6M	Buy	3,955 +4	+0.1%	+$1.53K	0.54%	45
2023 Q1	$1.63M	Buy	3,951 +4	+0.1%	+$1.66K	0.57%	42
2022 Q4	$1.69M	Buy	3,947 +4	+0.1%	+$1.63K	0.59%	41
2022 Q3	$1.32M	Buy	3,943 +4	+0.1%	+$1.37K	0.5%	45
2022 Q2	$1.18M	Buy	3,939 +4	+0.1%	+$1.47K	0.41%	49
2022 Q1	$1.64M	Buy	3,935 +3	+0.1%	+$1.15K	0.52%	45
2021 Q4	$1.35M	Buy	3,932 +2,632	+202%	+$916K	0.43%	53
2021 Q3	$462K	Hold	1,300	–	–	0.15%	81
2021 Q2	$459K	Hold	1,300	–	–	0.16%	80
2021 Q1	$486K	Hold	1,300	–	–	0.18%	77
2020 Q4	$350K	Hold	1,300	–	–	0.14%	93
2020 Q3	$288K	Hold	1,300	–	–	0.13%	98
2020 Q2	$204K	Buy	+1,300	New	+$188K	0.1%	111
2020 Q1	–	Sell	-1,300	Closed	-$225K	–	118
2019 Q4	$225K	Hold	1,300	–	–	0.08%	116
2019 Q3	$219K	Hold	1,300	–	–	0.09%	112
2019 Q2	$215K	Hold	1,300	–	–	0.09%	114
2019 Q1	$208K	Buy	+1,300	New	+$208K	0.09%	113
2018 Q2	–	Sell	-1,300	Closed	-$202K	–	120
2018 Q1	$202K	Hold	1,300	–	–	0.09%	117
2017 Q4	$203K	Buy	+1,300	New	+$182K	0.09%	119

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

Karpas Strategies's DE Position: Q2 2024 in Review

Karpas Strategies reduced its Deere & Co (DE) stake by 2.5% in Q2 2024, selling an estimated $38.2K and leaving 3,871 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #50.

Karpas Strategies first reported a position in DE in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2022. 2,120 funds tracked by Wall St. Rank hold DE as of Q2 2024.

Karpas Strategies held 3,871 shares of Deere & Co worth $1.45M as of Q2 2024.
Karpas Strategies sold 98 Deere & Co shares in Q2 2024, an estimated $38.2K.
Deere & Co made up 0.45% of Karpas Strategies's portfolio in Q2 2024, its #50 holding.
Karpas Strategies first reported a position in Deere & Co in Q4 2017 and has held it in 23 quarters since.
Karpas Strategies's Deere & Co position peaked at $1.69M in Q4 2022.
2,120 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.