WIM
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Waverton Investment Management’s Deere & Co DE Stock Holding History

Waverton Investment 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
2015
Q2 		– Sell
-181,000
Closed -$15.9M – 103
2015
Q1 		$15.9M Buy
181,000
+5,880
+3% +$522K 1.14% 30
2014
Q4 		$15.5M Sell
175,120
-87,986
-33% -$7.6M 1.07% 30
2014
Q3 		$21.6M Sell
263,106
-8,429
-3% -$721K 1.49% 26
2014
Q2 		$24.6M Sell
271,535
-81,682
-23% -$7.51M 1.61% 25
2014
Q1 		$32.1M Buy
353,217
+65,087
+23% +$5.69M 1.52% 20
2013
Q4 		$26.3M Buy
288,130
+257,820
+851% +$21.8M 1.34% 27
2013
Q3 		$2.47M Buy
+30,310
New +$2.52M 0.14% 126

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverton Investment Management's DE Position: Q2 2015 in Review

Waverton Investment Management sold out of Deere & Co (DE) in Q2 2015, closing a stake of 181,000 shares — an estimated $15.9M sold.

Waverton Investment Management first reported a position in DE in Q3 2013 and held it in 7 quarters. The position peaked at $32.1M in Q1 2014. 980 funds tracked by Wall St. Rank hold DE as of Q2 2015.

  • Waverton Investment Management reported no remaining Deere & Co position as of Q2 2015 after selling out during the quarter.
  • Waverton Investment Management sold 181,000 Deere & Co shares in Q2 2015, an estimated $15.9M.
  • Waverton Investment Management first reported a position in Deere & Co in Q3 2013 and held it in 7 quarters.
  • Waverton Investment Management's Deere & Co position peaked at $32.1M in Q1 2014.
  • 980 funds tracked by Wall St. Rank held Deere & Co as of Q2 2015.

Based on Waverton Investment Management's 13F filing for Q2 2015, filed 9 Jul 2015.