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Milestone Investment Advisors’s Deere & Co DE Stock Holding History

Milestone Investment Advisors’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 		– Sell
-98
Closed -$37K – 205
2023
Q3 		$37K Buy
+98
New +$40.4K 0.01% 222
2023
Q2 		– Sell
-98
Closed -$40.5K – 200
2023
Q1 		$40.5K Buy
+98
New +$40.6K 0.01% 220

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

Milestone Investment Advisors's DE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Deere & Co (DE) in Q4 2023, closing a stake of 98 shares — an estimated $37K sold.

Milestone Investment Advisors first reported a position in DE in Q1 2023 and held it in 2 quarters. The position peaked at $40.5K in Q1 2023. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 98 Deere & Co shares in Q4 2023, an estimated $37K.
  • Milestone Investment Advisors first reported a position in Deere & Co in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Deere & Co position peaked at $40.5K in Q1 2023.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.