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Roberts Capital Advisors’s Deere & Co DE Stock Holding History

Roberts Capital Advisors’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
2022
Q3 		$362K Sell
1,084
-409
-27% -$140K 0.52% 65
2022
Q2 		$447K Sell
1,493
-1,354
-48% -$498K 0.61% 50
2022
Q1 		$1.18M Hold
2,847
– – 1.22% 13
2021
Q4 		$976K Buy
+2,847
New +$990K 0.91% 31

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roberts Capital Advisors's DE Position: Q3 2022 in Review

Roberts Capital Advisors reduced its Deere & Co (DE) stake by 27% in Q3 2022, selling an estimated $140K and leaving 1,084 shares worth $362K. The position accounts for 0.52% of the portfolio, ranked #65.

Roberts Capital Advisors first reported a position in DE in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.18M in Q1 2022. 1,924 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • Roberts Capital Advisors held 1,084 shares of Deere & Co worth $362K as of Q3 2022.
  • Roberts Capital Advisors sold 409 Deere & Co shares in Q3 2022, an estimated $140K.
  • Deere & Co made up 0.52% of Roberts Capital Advisors's portfolio in Q3 2022, its #65 holding.
  • Roberts Capital Advisors first reported a position in Deere & Co in Q4 2021 and has held it in 4 quarters since.
  • Roberts Capital Advisors's Deere & Co position peaked at $1.18M in Q1 2022.
  • 1,924 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on Roberts Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.