LWM Advisory Services’s Deere & Co DE Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-779	Closed	-$260K	–	95
2022 Q3	$260K	Buy	+779	New	+$267K	0.29%	90
2022 Q2	–	Sell	-521	Closed	-$216K	–	112
2022 Q1	$216K	Buy	+521	New	+$200K	0.27%	106

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LWM Advisory Services's DE Position: Q4 2022 in Review

LWM Advisory Services sold out of Deere & Co (DE) in Q4 2022, closing a stake of 779 shares — an estimated $260K sold.

LWM Advisory Services first reported a position in DE in Q1 2022 and held it in 2 quarters. The position peaked at $260K in Q3 2022. 2,161 funds tracked by Wall St. Rank hold DE as of Q4 2022.

LWM Advisory Services reported no remaining Deere & Co position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 779 Deere & Co shares in Q4 2022, an estimated $260K.
LWM Advisory Services first reported a position in Deere & Co in Q1 2022 and held it in 2 quarters.
LWM Advisory Services's Deere & Co position peaked at $260K in Q3 2022.
2,161 funds tracked by Wall St. Rank held Deere & Co as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.