Polaris Wealth Advisory Group’s Deere & Co DE Stock Holding History

Polaris Wealth Advisory Group’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	-6,630	Closed	-$2.69M	–	174
2023 Q2	$2.69M	Sell	6,630 -19,009	-74%	-$7.27M	0.2%	94
2023 Q1	$10.6M	Sell	25,639 -26,351	-51%	-$10.9M	0.78%	42
2022 Q4	$22.5M	Sell	51,990 -7,638	-13%	-$3.1M	1.68%	19
2022 Q3	$21.4M	Sell	59,628 -15,138	-20%	-$5.19M	1.78%	20
2022 Q2	$22.4M	Buy	74,766 +69,995	+1,467%	+$25.8M	1.79%	24
2022 Q1	$1.95M	Sell	4,771 -155	-3%	-$59.4K	0.13%	81
2021 Q4	$1.69M	Buy	+4,926	New	+$1.71M	0.1%	99
2021 Q3	–	Sell	-1,718	Closed	-$609K	–	182
2021 Q2	$609K	Buy	+1,718	New	+$627K	0.04%	112
2018 Q4	–	Sell	-211	Closed	-$32K	–	217
2018 Q3	$32K	Buy	+211	New	+$30.3K	﹤0.01%	284
2018 Q2	–	Sell	-211	Closed	-$33K	–	297
2018 Q1	$33K	Buy	+211	New	+$34.2K	﹤0.01%	256

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

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

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

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

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

Polaris Wealth Advisory Group's DE Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Deere & Co (DE) in Q3 2023, closing a stake of 6,630 shares — an estimated $2.69M sold.

Polaris Wealth Advisory Group first reported a position in DE in Q1 2018 and held it in 10 quarters. The position peaked at $22.5M in Q4 2022. 2,120 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 6,630 Deere & Co shares in Q3 2023, an estimated $2.69M.
Polaris Wealth Advisory Group first reported a position in Deere & Co in Q1 2018 and held it in 10 quarters.
Polaris Wealth Advisory Group's Deere & Co position peaked at $22.5M in Q4 2022.
2,120 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.