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Surevest’s Deere & Co DE Stock Holding History

Surevest’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 		$14K Sell
43
-45
-51% -$15.4K ﹤0.01% 262
2022
Q2 		$26K Buy
88
+45
+105% +$16.6K 0.01% 241
2022
Q1 		$18K Hold
43
– – ﹤0.01% 250
2021
Q4 		$15K Buy
+43
New +$15K ﹤0.01% 260

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

Surevest's DE Position: Q3 2022 in Review

Surevest reduced its Deere & Co (DE) stake by 51% in Q3 2022, selling an estimated $15.4K and leaving 43 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Surevest first reported a position in DE in Q4 2021 and has held it in 4 quarters since. The position peaked at $26K in Q2 2022. 1,924 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • Surevest held 43 shares of Deere & Co worth $14K as of Q3 2022.
  • Surevest sold 45 Deere & Co shares in Q3 2022, an estimated $15.4K.
  • Deere & Co made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #262 holding.
  • Surevest first reported a position in Deere & Co in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Deere & Co position peaked at $26K in Q2 2022.
  • 1,924 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.