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

Laidlaw 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	-912	Closed	-$365K	–	192
2023 Q4	$365K	Sell	912 -880	-49%	-$332K	0.13%	160
2023 Q3	$676K	Sell	1,792 -792	-31%	-$327K	0.22%	112
2023 Q2	$1.05M	Buy	2,584 +32	+1%	+$12.2K	0.2%	116
2023 Q1	$1.05M	Buy	2,552 +96	+4%	+$39.7K	0.22%	119
2022 Q4	$1.05M	Buy	2,456 +410	+20%	+$167K	0.23%	116
2022 Q3	$683K	Buy	2,046 +196	+11%	+$67.1K	0.16%	142
2022 Q2	$554K	Sell	1,850 -810	-30%	-$298K	0.11%	185
2022 Q1	$1.1M	Buy	+2,660	New	+$1.02M	0.18%	136

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

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

Laidlaw Wealth Management sold out of Deere & Co (DE) in Q1 2024, closing a stake of 912 shares — an estimated $365K sold.

Laidlaw Wealth Management first reported a position in DE in Q1 2022 and held it in 8 quarters. The position peaked at $1.1M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold DE as of Q1 2024.

Laidlaw Wealth Management reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 912 Deere & Co shares in Q1 2024, an estimated $365K.
Laidlaw Wealth Management first reported a position in Deere & Co in Q1 2022 and held it in 8 quarters.
Laidlaw Wealth Management's Deere & Co position peaked at $1.1M in Q1 2022.
2,200 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.