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Okabena Investment Services’s Deere & Co DE Stock Holding History

Okabena Investment 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
2023
Q3 		– Sell
-71
Closed -$28.8K – 115
2023
Q2 		$28.8K Buy
+71
New +$27.2K 0.02% 80
2020
Q3 		– Sell
-6,613
Closed -$1.04M – 80
2020
Q2 		$1.04M Sell
6,613
-1,497
-18% -$217K 0.91% 36
2020
Q1 		$1.12M Sell
8,110
-127
-2% -$20.1K 1.28% 28
2019
Q4 		$1.43M Buy
+8,237
New +$1.42M 1.33% 26

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Okabena Investment Services's DE Position: Q3 2023 in Review

Okabena Investment Services sold out of Deere & Co (DE) in Q3 2023, closing a stake of 71 shares — an estimated $28.8K sold.

Okabena Investment Services first reported a position in DE in Q4 2019 and held it in 4 quarters. The position peaked at $1.43M in Q4 2019. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

  • Okabena Investment Services reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 71 Deere & Co shares in Q3 2023, an estimated $28.8K.
  • Okabena Investment Services first reported a position in Deere & Co in Q4 2019 and held it in 4 quarters.
  • Okabena Investment Services's Deere & Co position peaked at $1.43M in Q4 2019.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.