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Omnia Family Wealth’s Deere & Co DE Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-85
Closed -$14K – 205
2019
Q1 		$14K Hold
85
– – 0.01% 235
2018
Q4 		$13K Hold
85
– – 0.01% 229
2018
Q3 		$13K Hold
85
– – 0.01% 233
2018
Q2 		$12K Hold
85
– – 0.01% 237
2018
Q1 		$13K Hold
85
– – 0.01% 234
2017
Q4 		$13K Hold
85
– – 0.01% 266
2017
Q3 		$11K Sell
85
-30
-26% -$3.7K 0.01% 261
2017
Q2 		$14K Hold
115
– – 0.01% 245
2017
Q1 		$13K Hold
115
– – 0.01% 252
2016
Q4 		$12K Buy
+115
New +$10.8K 0.01% 265

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Omnia Family Wealth's DE Position: Q2 2019 in Review

Omnia Family Wealth sold out of Deere & Co (DE) in Q2 2019, closing a stake of 85 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in DE in Q4 2016 and held it in 10 quarters. The position peaked at $14K in Q1 2019. 1,195 funds tracked by Wall St. Rank hold DE as of Q2 2019.

  • Omnia Family Wealth reported no remaining Deere & Co position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 85 Deere & Co shares in Q2 2019, an estimated $14K.
  • Omnia Family Wealth first reported a position in Deere & Co in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Deere & Co position peaked at $14K in Q1 2019.
  • 1,195 funds tracked by Wall St. Rank held Deere & Co as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.