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Squar Milner Financial Services’s Deere & Co DE Stock Holding History

Squar Milner Financial Services’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
2019
Q1 		– Sell
-1,274
Closed -$190K – 823
2018
Q4 		$190K Sell
1,274
-80
-6% -$11.7K 0.18% 141
2018
Q3 		$204K Sell
1,354
-188
-12% -$27K 0.18% 151
2018
Q2 		$216K Sell
1,542
-25
-2% -$3.68K 0.19% 144
2018
Q1 		$243K Hold
1,567
– – 0.31% 121
2017
Q4 		$265K Buy
+1,567
New +$219K 0.32% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Squar Milner Financial Services's DE Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Deere & Co (DE) in Q1 2019, closing a stake of 1,274 shares — an estimated $190K sold.

Squar Milner Financial Services first reported a position in DE in Q4 2017 and held it in 5 quarters. The position peaked at $265K in Q4 2017. 1,214 funds tracked by Wall St. Rank hold DE as of Q1 2019.

  • Squar Milner Financial Services reported no remaining Deere & Co position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,274 Deere & Co shares in Q1 2019, an estimated $190K.
  • Squar Milner Financial Services first reported a position in Deere & Co in Q4 2017 and held it in 5 quarters.
  • Squar Milner Financial Services's Deere & Co position peaked at $265K in Q4 2017.
  • 1,214 funds tracked by Wall St. Rank held Deere & Co as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.