Mark Sheptoff Financial Planning’s Deere & Co DE Stock Holding History

Mark Sheptoff Financial 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
2021 Q2	–	Sell	-850	Closed	-$318K	–	417
2021 Q1	$318K	Buy	850 +650	+325%	+$213K	0.18%	72
2020 Q4	$54K	Buy	+200	New	+$49.7K	0.03%	155
2016 Q3	–	Sell	-40	Closed	-$3K	–	356
2016 Q2	$3K	Buy	+40	New	+$3.28K	﹤0.01%	305
2015 Q1	–	Sell	-800	Closed	-$71K	–	338
2014 Q4	$71K	Buy	800 +500	+167%	+$43.2K	0.06%	146
2014 Q3	$25K	Hold	300	–	–	0.02%	210
2014 Q2	$27K	Sell	300 -145	-33%	-$13.3K	0.02%	204
2014 Q1	$40K	Buy	+445	New	+$38.9K	0.04%	197

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's DE Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Deere & Co (DE) in Q2 2021, closing a stake of 850 shares — an estimated $318K sold.

Mark Sheptoff Financial Planning first reported a position in DE in Q1 2014 and held it in 7 quarters. The position peaked at $318K in Q1 2021. 1,729 funds tracked by Wall St. Rank hold DE as of Q2 2021.

Mark Sheptoff Financial Planning reported no remaining Deere & Co position as of Q2 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 850 Deere & Co shares in Q2 2021, an estimated $318K.
Mark Sheptoff Financial Planning first reported a position in Deere & Co in Q1 2014 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Deere & Co position peaked at $318K in Q1 2021.
1,729 funds tracked by Wall St. Rank held Deere & Co as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.