Private Ocean’s Deere & Co DE Stock Holding History

Private Ocean’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	-75	Closed	-$30.4K	–	498
2023 Q2	$30.4K	Hold	75	–	–	﹤0.01%	306
2023 Q1	$31K	Hold	75	–	–	﹤0.01%	280
2022 Q4	$32.2K	Hold	75	–	–	﹤0.01%	271
2022 Q3	$25K	Hold	75	–	–	﹤0.01%	280
2022 Q2	$22K	Buy	75 +72	+2,400%	+$26.5K	﹤0.01%	296
2022 Q1	$1K	Buy	+3	New	+$1.15K	﹤0.01%	536
2020 Q2	–	Sell	-168	Closed	-$23K	–	492
2020 Q1	$23K	Hold	168	–	–	0.01%	306
2019 Q4	$30K	Hold	168	–	–	0.01%	301
2019 Q3	$29K	Hold	168	–	–	0.01%	291
2019 Q2	$27K	Sell	168 -30	-15%	-$4.67K	0.01%	266
2019 Q1	$32K	Buy	198 +168	+560%	+$26.8K	0.01%	236
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	306
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	290
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	326
2018 Q1	$4K	Sell	30 -121	-80%	-$19.6K	﹤0.01%	348
2017 Q4	$24K	Buy	151 +81	+116%	+$11.3K	0.01%	179
2017 Q3	$9K	Hold	70	–	–	0.01%	149
2017 Q2	$9K	Hold	70	–	–	0.01%	143
2017 Q1	$8K	Hold	70	–	–	0.01%	146
2016 Q4	$7K	Buy	+70	New	+$6.58K	﹤0.01%	158

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

Private Ocean's DE Position: Q3 2023 in Review

Private Ocean sold out of Deere & Co (DE) in Q3 2023, closing a stake of 75 shares — an estimated $30.4K sold.

Private Ocean first reported a position in DE in Q4 2016 and held it in 20 quarters. The position peaked at $32.2K in Q4 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Private Ocean reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 75 Deere & Co shares in Q3 2023, an estimated $30.4K.
Private Ocean first reported a position in Deere & Co in Q4 2016 and held it in 20 quarters.
Private Ocean's Deere & Co position peaked at $32.2K in Q4 2022.
2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.