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Symphony Financial’s Deere & Co DE Stock Holding History

Symphony Financial’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
Q4 		– Sell
-886
Closed -$331K – 200
2023
Q3 		$331K Buy
886
+202
+30% +$83.3K 0.08% 126
2023
Q2 		$275K Hold
684
– – 0.07% 159
2023
Q1 		$276K Buy
684
+55
+9% +$22.8K 0.07% 180
2022
Q4 		$266K Buy
629
+30
+5% +$12.2K 0.07% 172
2022
Q3 		$204K Buy
+599
New +$205K 0.07% 183
2022
Q2 		– Sell
-655
Closed -$268K – 189
2022
Q1 		$268K Buy
+655
New +$251K 0.06% 168
2021
Q2 		– Sell
-1,407
Closed -$528K – 166
2021
Q1 		$528K Buy
+1,407
New +$462K 0.14% 106

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Symphony Financial's DE Position: Q4 2023 in Review

Symphony Financial sold out of Deere & Co (DE) in Q4 2023, closing a stake of 886 shares — an estimated $331K sold.

Symphony Financial first reported a position in DE in Q1 2021 and held it in 7 quarters. The position peaked at $528K in Q1 2021. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Symphony Financial reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
  • Symphony Financial sold 886 Deere & Co shares in Q4 2023, an estimated $331K.
  • Symphony Financial first reported a position in Deere & Co in Q1 2021 and held it in 7 quarters.
  • Symphony Financial's Deere & Co position peaked at $528K in Q1 2021.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Symphony Financial's 13F filing for Q4 2023, filed 18 Jan 2024.