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Rockbridge Investment Management’s Deere & Co DE Stock Holding History

Rockbridge Investment Management’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 		– Sell
-275
Closed -$82.4K – 217
2022
Q2 		$82.4K Hold
275
– – 0.02% 180
2022
Q1 		$115K Buy
275
+198
+257% +$75.9K 0.02% 207
2021
Q4 		$26K Buy
77
+20
+35% +$6.96K ﹤0.01% 444
2021
Q3 		$19K Hold
57
– – ﹤0.01% 453
2021
Q2 		$20K Hold
57
– – ﹤0.01% 439
2021
Q1 		$21K Hold
57
– – ﹤0.01% 418
2020
Q4 		$15K Hold
57
– – ﹤0.01% 450
2020
Q3 		$13K Hold
57
– – ﹤0.01% 440
2020
Q2 		$9K Buy
+57
New +$8.26K ﹤0.01% 437

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

Rockbridge Investment Management's DE Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Deere & Co (DE) in Q3 2022, closing a stake of 275 shares — an estimated $82.4K sold.

Rockbridge Investment Management first reported a position in DE in Q2 2020 and held it in 9 quarters. The position peaked at $115K in Q1 2022. 1,924 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Deere & Co position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 275 Deere & Co shares in Q3 2022, an estimated $82.4K.
  • Rockbridge Investment Management first reported a position in Deere & Co in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's Deere & Co position peaked at $115K in Q1 2022.
  • 1,924 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.