LWM
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Ledge Wealth Management’s Deere & Co DE Stock Holding History

Ledge 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
2023
Q4 		$2.45M Buy
6,139
+527
+9% +$199K 0.95% 31
2023
Q3 		$2.12M Buy
5,612
+557
+11% +$230K 0.95% 34
2023
Q2 		$2.05M Sell
5,055
-270
-5% -$103K 0.98% 28
2023
Q1 		$2.2M Buy
5,325
+241
+5% +$99.8K 1.04% 28
2022
Q4 		$2.18M Buy
5,084
+542
+12% +$220K 0.99% 28
2022
Q3 		$1.52M Sell
4,542
-523
-10% -$179K 0.93% 31
2022
Q2 		$1.52M Buy
5,065
+856
+20% +$315K 0.93% 36
2022
Q1 		$1.75M Buy
+4,209
New +$1.61M 1.09% 29

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ledge Wealth Management's DE Position: Q4 2023 in Review

Ledge Wealth Management increased its Deere & Co (DE) stake by 9.4% in Q4 2023, buying an estimated $199K and bringing the position to 6,139 shares worth $2.45M. The position accounts for 0.95% of the portfolio, ranked #31.

Ledge Wealth Management first reported a position in DE in Q1 2022 and has held it in 8 quarters since. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Ledge Wealth Management held 6,139 shares of Deere & Co worth $2.45M as of Q4 2023.
  • Ledge Wealth Management bought 527 Deere & Co shares in Q4 2023, an estimated $199K.
  • Deere & Co made up 0.95% of Ledge Wealth Management's portfolio in Q4 2023, its #31 holding.
  • Ledge Wealth Management first reported a position in Deere & Co in Q1 2022 and has held it in 8 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.