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Trellis Advisors’s Deere & Co DE Stock Holding History

Trellis 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
Q4 		– Sell
-665
Closed -$251K – 21
2023
Q3 		$251K Hold
665
– – 0.11% 75
2023
Q2 		$269K Sell
665
-4
-0.6% -$1.53K 0.12% 74
2023
Q1 		$276K Sell
669
-3
-0.4% -$1.24K 0.13% 71
2022
Q4 		$288K Buy
+672
New +$273K 0.15% 67

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 $37.4B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Trellis Advisors's DE Position: Q4 2023 in Review

Trellis Advisors sold out of Deere & Co (DE) in Q4 2023, closing a stake of 665 shares — an estimated $251K sold.

Trellis Advisors first reported a position in DE in Q4 2022 and held it in 4 quarters. The position peaked at $288K in Q4 2022. 2,219 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Trellis Advisors reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
  • Trellis Advisors sold 665 Deere & Co shares in Q4 2023, an estimated $251K.
  • Trellis Advisors first reported a position in Deere & Co in Q4 2022 and held it in 4 quarters.
  • Trellis Advisors's Deere & Co position peaked at $288K in Q4 2022.
  • 2,219 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Trellis Advisors's 13F filing for Q4 2023.