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Legacy Wealth Planning’s Deere & Co DE Stock Holding History

Legacy Wealth Planning’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
2022
Q3 		$413K Hold
1,237
– – 0.68% 35
2022
Q2 		$370K Hold
1,237
– – 0.53% 44
2022
Q1 		$514K Hold
1,237
– – 0.61% 37
2021
Q4 		$424K Hold
1,237
– – 0.48% 43
2021
Q3 		$414K Hold
1,237
– – 0.46% 49
2021
Q2 		$436K Hold
1,237
– – 0.5% 47
2021
Q1 		$463K Hold
1,237
– – 0.59% 42
2020
Q4 		$333K Hold
1,237
– – 0.43% 50
2020
Q3 		$274K Buy
+1,237
New +$239K 0.31% 57

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Planning's DE Position: Q3 2022 in Review

Legacy Wealth Planning held its Deere & Co (DE) position steady in Q3 2022 at 1,237 shares worth $413K. The position accounts for 0.68% of the portfolio, ranked #35.

Legacy Wealth Planning first reported a position in DE in Q3 2020 and has held it in 9 quarters since. The position peaked at $514K in Q1 2022. 1,925 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • Legacy Wealth Planning held 1,237 shares of Deere & Co worth $413K as of Q3 2022.
  • Legacy Wealth Planning left its Deere & Co share count unchanged in Q3 2022.
  • Deere & Co made up 0.68% of Legacy Wealth Planning's portfolio in Q3 2022, its #35 holding.
  • Legacy Wealth Planning first reported a position in Deere & Co in Q3 2020 and has held it in 9 quarters since.
  • Legacy Wealth Planning's Deere & Co position peaked at $514K in Q1 2022.
  • 1,925 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.