Rheos Capital Works’s Deere & Co DE Stock Holding History

Rheos Capital Works’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	-103,000	Closed	-$44.2M	–	120
2022 Q4	$44.2M	Hold	103,000	–	–	2.65%	5
2022 Q3	$34.4M	Buy	103,000 +3,000	+3%	+$1.03M	2.32%	2
2022 Q2	$29.9M	Buy	100,000 +80,000	+400%	+$29.5M	2.25%	2
2022 Q1	$8.31M	Hold	20,000	–	–	0.4%	91
2021 Q4	$6.86M	Hold	20,000	–	–	0.3%	100
2021 Q3	$6.7M	Hold	20,000	–	–	0.35%	93
2021 Q2	$7.05M	Buy	+20,000	New	+$7.3M	0.36%	88

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

Rheos Capital Works's DE Position: Q1 2023 in Review

Rheos Capital Works sold out of Deere & Co (DE) in Q1 2023, closing a stake of 103,000 shares — an estimated $44.2M sold.

Rheos Capital Works first reported a position in DE in Q2 2021 and held it in 7 quarters. The position peaked at $44.2M in Q4 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Rheos Capital Works reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
Rheos Capital Works sold 103,000 Deere & Co shares in Q1 2023, an estimated $44.2M.
Rheos Capital Works first reported a position in Deere & Co in Q2 2021 and held it in 7 quarters.
Rheos Capital Works's Deere & Co position peaked at $44.2M in Q4 2022.
2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Rheos Capital Works's 13F filing for Q1 2023, filed 3 May 2023.