Sugarloaf Wealth Management’s Deere & Co DE Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$51.3K	Hold	121	–	–	0.01%	291
2024 Q3	$50.6K	Hold	121	–	–	0.01%	305
2024 Q2	$45.3K	Hold	121	–	–	0.01%	302
2024 Q1	$49.8K	Hold	121	–	–	0.01%	292
2023 Q4	$48.5K	Hold	121	–	–	0.01%	291
2023 Q3	$45.7K	Hold	121	–	–	0.01%	295
2023 Q2	$49.1K	Hold	121	–	–	0.01%	291
2023 Q1	$50K	Hold	121	–	–	0.01%	290
2022 Q4	$52K	Sell	121 -1	-0.8%	-$406	0.01%	276
2022 Q3	$41K	Hold	122	–	–	0.01%	315
2022 Q2	$36K	Buy	122 +1	+0.8%	+$368	0.01%	339
2022 Q1	$50K	Buy	121 +5	+4%	+$1.92K	0.01%	278
2021 Q4	$40K	Hold	116	–	–	0.01%	321
2021 Q3	$39K	Hold	116	–	–	0.01%	313
2021 Q2	$41K	Hold	116	–	–	0.01%	303
2021 Q1	$43	Hold	116	–	–	0.01%	291
2020 Q4	$31K	Hold	116	–	–	0.01%	314
2020 Q3	$26K	Hold	116	–	–	0.01%	319
2020 Q2	$18K	Hold	116	–	–	0.01%	368
2020 Q1	$16K	Hold	116	–	–	0.01%	364
2019 Q4	$20K	Buy	+116	New	+$20K	0.01%	366

Other funds holding DE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's DE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Deere & Co (DE) position steady in Q4 2024 at 121 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #291.

Sugarloaf Wealth Management first reported a position in DE in Q4 2019 and has held it in 21 quarters since. The position peaked at $52K in Q4 2022. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

Sugarloaf Wealth Management held 121 shares of Deere & Co worth $51.3K as of Q4 2024.
Sugarloaf Wealth Management left its Deere & Co share count unchanged in Q4 2024.
Deere & Co made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #291 holding.
Sugarloaf Wealth Management first reported a position in Deere & Co in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Deere & Co position peaked at $52K in Q4 2022.
2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.