Sweet Financial Partners’s Deere & Co DE Stock Holding History

Sweet Financial Partners’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 Q3	$931K	Sell	2,232 -885	-28%	-$334K	0.2%	84
2024 Q2	$1.16M	Buy	3,117 +3	+0.1%	+$1.17K	0.27%	73
2024 Q1	$1.28M	Buy	3,114 +49	+2%	+$18.8K	0.3%	72
2023 Q4	$1.23M	Sell	3,065 -77	-2%	-$29K	0.29%	69
2023 Q3	$1.19M	Buy	3,142 +298	+10%	+$123K	0.31%	64
2023 Q2	$1.15M	Sell	2,844 -371	-12%	-$142K	0.3%	67
2023 Q1	$1.33M	Hold	3,215	–	–	0.37%	51
2022 Q4	$1.38M	Buy	3,215 +18	+0.6%	+$7.32K	0.4%	39
2022 Q3	$1.07M	Buy	3,197 +153	+5%	+$52.4K	0.34%	43
2022 Q2	$911K	Buy	3,044 +16	+0.5%	+$5.89K	0.29%	51
2022 Q1	$1.26M	Buy	3,028 +1,756	+138%	+$673K	0.34%	37
2021 Q4	$436K	Buy	+1,272	New	+$443K	0.18%	80

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's DE Position: Q3 2024 in Review

Sweet Financial Partners reduced its Deere & Co (DE) stake by 28% in Q3 2024, selling an estimated $334K and leaving 2,232 shares worth $931K. The position accounts for 0.2% of the portfolio, ranked #84.

Sweet Financial Partners first reported a position in DE in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.38M in Q4 2022. 2,143 funds tracked by Wall St. Rank hold DE as of Q3 2024.

Sweet Financial Partners held 2,232 shares of Deere & Co worth $931K as of Q3 2024.
Sweet Financial Partners sold 885 Deere & Co shares in Q3 2024, an estimated $334K.
Deere & Co made up 0.2% of Sweet Financial Partners's portfolio in Q3 2024, its #84 holding.
Sweet Financial Partners first reported a position in Deere & Co in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Deere & Co position peaked at $1.38M in Q4 2022.
2,143 funds tracked by Wall St. Rank held Deere & Co as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.