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Sutton Wealth Advisors’s Deere & Co DE Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$537K Buy
1,423
+16
+1% +$6.6K 0.26% 64
2023
Q2 		$570K Sell
1,407
-3
-0.2% -$1.15K 0.28% 62
2023
Q1 		$582K Sell
1,410
-1,008
-42% -$417K 0.31% 56
2022
Q4 		$1.04M Sell
2,418
-347
-13% -$141K 0.4% 43
2022
Q3 		$923K Buy
2,765
+345
+14% +$118K 0.38% 48
2022
Q2 		$725K Buy
2,420
+3
+0.1% +$1.1K 0.29% 62
2022
Q1 		$1M Buy
2,417
+9
+0.4% +$3.45K 0.35% 49
2021
Q4 		$826K Buy
2,408
+24
+1% +$8.35K 0.28% 64
2021
Q3 		$799K Sell
2,384
-2
-0.1% -$721 0.29% 59
2021
Q2 		$842K Hold
2,386
– – 0.31% 57
2021
Q1 		$893K Buy
2,386
+3
+0.1% +$985 0.35% 52
2020
Q4 		$641K Buy
2,383
+8
+0.3% +$1.99K 0.27% 64
2020
Q3 		$526K Buy
2,375
+4
+0.2% +$772 0.25% 70
2020
Q2 		$373K Sell
2,371
-11
-0.5% -$1.59K 0.2% 88
2020
Q1 		$329K Buy
2,382
+25
+1% +$3.96K 0.21% 84
2019
Q4 		$408K Hold
2,357
– – 0.21% 83
2019
Q3 		$398K Hold
2,357
– – 0.22% 81
2019
Q2 		$391K Hold
2,357
– – 0.22% 79
2019
Q1 		$377K Hold
2,357
– – 0.22% 84
2018
Q4 		$352K Hold
2,357
– – 0.23% 75
2018
Q3 		$354K Hold
2,357
– – 0.23% 76
2018
Q2 		$330K Hold
2,357
– – 0.23% 73
2018
Q1 		$366K Buy
2,357
+100
+4% +$16.2K 0.26% 62
2017
Q4 		$353K Hold
2,257
– – 0.26% 67
2017
Q3 		$283K Hold
2,257
– – 0.22% 81
2017
Q2 		$279K Buy
2,257
+1,210
+116% +$142K 0.22% 76
2017
Q1 		$114K Hold
1,047
– – 0.1% 175
2016
Q4 		$108K Hold
1,047
– – 0.1% 177
2016
Q3 		$89.4K Hold
1,047
– – 0.08% 193
2016
Q2 		$84.8K Hold
1,047
– – 0.08% 192
2016
Q1 		$80.6K Buy
+1,047
New +$82K 0.08% 198

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Sutton Wealth Advisors's DE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Deere & Co (DE) stake by 1.1% in Q3 2023, buying an estimated $6.6K and bringing the position to 1,423 shares worth $537K. The position accounts for 0.26% of the portfolio, ranked #64.

Sutton Wealth Advisors first reported a position in DE in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.04M in Q4 2022. 2,120 funds tracked by Wall St. Rank hold DE as of Q3 2023.

  • Sutton Wealth Advisors held 1,423 shares of Deere & Co worth $537K as of Q3 2023.
  • Sutton Wealth Advisors bought 16 Deere & Co shares in Q3 2023, an estimated $6.6K.
  • Deere & Co made up 0.26% of Sutton Wealth Advisors's portfolio in Q3 2023, its #64 holding.
  • Sutton Wealth Advisors first reported a position in Deere & Co in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Deere & Co position peaked at $1.04M in Q4 2022.
  • 2,120 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.