Phocas Financial Corp’s Deere & Co DE Stock Holding History

Phocas Financial Corp’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 Q1	–	Sell	-750	Closed	-$322K	–	223
2022 Q4	$322K	Hold	750	–	–	0.05%	170
2022 Q3	$250K	Hold	750	–	–	0.04%	194
2022 Q2	$225K	Sell	750 -40	-5%	-$14.7K	0.03%	196
2022 Q1	$328K	Hold	790	–	–	0.04%	183
2021 Q4	$271K	Hold	790	–	–	0.03%	183
2021 Q3	$265K	Hold	790	–	–	0.03%	196
2021 Q2	$278K	Buy	+790	New	+$288K	0.04%	202

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

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

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

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

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

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

Phocas Financial Corp's DE Position: Q1 2023 in Review

Phocas Financial Corp sold out of Deere & Co (DE) in Q1 2023, closing a stake of 750 shares — an estimated $322K sold.

Phocas Financial Corp first reported a position in DE in Q2 2021 and held it in 7 quarters. The position peaked at $328K in Q1 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Phocas Financial Corp reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 750 Deere & Co shares in Q1 2023, an estimated $322K.
Phocas Financial Corp first reported a position in Deere & Co in Q2 2021 and held it in 7 quarters.
Phocas Financial Corp's Deere & Co position peaked at $328K in Q1 2022.
2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.