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

SVA 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
2020
Q4 		$423K Buy
1,573
+130
+9% +$32.3K 0.04% 176
2020
Q3 		$320K Buy
1,443
+120
+9% +$23.2K 0.03% 172
2020
Q2 		$208K Buy
+1,323
New +$192K 0.02% 191
2020
Q1 		– Sell
-1,323
Closed -$229K – 193
2019
Q4 		$229K Sell
1,323
-26
-2% -$4.48K 0.02% 194
2019
Q3 		$227K Buy
+1,349
New +$216K 0.02% 189

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SVA Wealth Management's DE Position: Q4 2020 in Review

SVA Wealth Management increased its Deere & Co (DE) stake by 9% in Q4 2020, buying an estimated $32.3K and bringing the position to 1,573 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #176.

SVA Wealth Management first reported a position in DE in Q3 2019 and has held it in 5 quarters since. 1,548 funds tracked by Wall St. Rank hold DE as of Q4 2020.

  • SVA Wealth Management held 1,573 shares of Deere & Co worth $423K as of Q4 2020.
  • SVA Wealth Management bought 130 Deere & Co shares in Q4 2020, an estimated $32.3K.
  • Deere & Co made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #176 holding.
  • SVA Wealth Management first reported a position in Deere & Co in Q3 2019 and has held it in 5 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Deere & Co as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.