Sharkey, Howes & Javer’s Deere & Co DE Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-565	Closed	-$235K	–	89
2022 Q1	$235K	Buy	+565	New	+$217K	0.05%	75
2021 Q2	–	Sell	-565	Closed	-$211K	–	79
2021 Q1	$211K	Buy	+565	New	+$185K	0.07%	75
2019 Q3	–	Sell	-165	Closed	-$27K	–	83
2019 Q2	$27K	Hold	165	–	–	0.01%	129
2019 Q1	$26K	Hold	165	–	–	0.01%	132
2018 Q4	$25K	Hold	165	–	–	0.02%	127
2018 Q3	$25K	Hold	165	–	–	0.01%	137
2018 Q2	$23K	Hold	165	–	–	0.01%	133
2018 Q1	$25K	Hold	165	–	–	0.01%	121
2017 Q4	$26K	Hold	165	–	–	0.02%	119
2017 Q3	$21K	Hold	165	–	–	0.01%	129
2017 Q2	$20K	Hold	165	–	–	0.01%	127
2017 Q1	$18K	Hold	165	–	–	0.01%	142
2016 Q4	$17K	Hold	165	–	–	0.01%	146
2016 Q3	$14K	Hold	165	–	–	0.01%	153
2016 Q2	$13K	Hold	165	–	–	0.01%	158
2016 Q1	$13K	Hold	165	–	–	0.01%	173
2015 Q4	$13K	Hold	165	–	–	0.01%	173
2015 Q3	$13K	Hold	165	–	–	0.01%	174
2015 Q2	$16K	Hold	165	–	–	0.01%	147
2015 Q1	$14K	Buy	+165	New	+$14.6K	0.01%	169

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

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

Janus Henderson Group

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

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return