WP
DE icon

WealthSource Partners’s Deere & Co DE Stock Holding History

WealthSource 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
2023
Q4 		$703K Sell
1,757
-481
-21% -$181K 0.05% 248
2023
Q3 		$845K Buy
2,238
+8
+0.4% +$3.3K 0.06% 211
2023
Q2 		$904K Buy
2,230
+525
+31% +$201K 0.06% 211
2023
Q1 		$704K Sell
1,705
-57
-3% -$23.6K 0.05% 241
2022
Q4 		$755K Sell
1,762
-102
-5% -$41.5K 0.05% 232
2022
Q3 		$623K Buy
1,864
+15
+0.8% +$5.14K 0.05% 258
2022
Q2 		$554K Sell
1,849
-445
-19% -$164K 0.04% 293
2022
Q1 		$953K Sell
2,294
-105
-4% -$40.2K 0.06% 226
2021
Q4 		$823K Buy
2,399
+1
+0% +$348 0.07% 218
2021
Q3 		$804K Buy
2,398
+162
+7% +$58.4K 0.07% 200
2021
Q2 		$789K Buy
2,236
+99
+5% +$36.1K 0.07% 197
2021
Q1 		$799K Buy
2,137
+50
+2% +$16.4K 0.08% 184
2020
Q4 		$562K Sell
2,087
-134
-6% -$33.3K 0.07% 194
2020
Q3 		$492K Buy
2,221
+268
+14% +$51.7K 0.07% 198
2020
Q2 		$307K Sell
1,953
-64
-3% -$9.27K 0.04% 239
2020
Q1 		$279K Sell
2,017
-691
-26% -$109K 0.04% 247
2019
Q4 		$469K Sell
2,708
-403
-13% -$69.4K 0.06% 245
2019
Q3 		$525K Sell
3,111
-57
-2% -$9.12K 0.08% 229
2019
Q2 		$525K Buy
+3,168
New +$493K 0.08% 230

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

WealthSource Partners's DE Position: Q4 2023 in Review

WealthSource Partners reduced its Deere & Co (DE) stake by 21% in Q4 2023, selling an estimated $181K and leaving 1,757 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #248.

WealthSource Partners first reported a position in DE in Q2 2019 and has held it in 19 quarters since. The position peaked at $953K in Q1 2022. 2,219 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • WealthSource Partners held 1,757 shares of Deere & Co worth $703K as of Q4 2023.
  • WealthSource Partners sold 481 Deere & Co shares in Q4 2023, an estimated $181K.
  • Deere & Co made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #248 holding.
  • WealthSource Partners first reported a position in Deere & Co in Q2 2019 and has held it in 19 quarters since.
  • WealthSource Partners's Deere & Co position peaked at $953K in Q1 2022.
  • 2,219 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.