Welch Capital Partners’s Deere & Co DE Stock Holding History

Welch Capital 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 Q1	–	Sell	-1,000	Closed	-$429K	–	22
2022 Q4	$429K	Hold	1,000	–	–	0.14%	16
2022 Q3	$334K	Hold	1,000	–	–	0.11%	20
2022 Q2	$299K	Hold	1,000	–	–	0.09%	25
2022 Q1	$415K	Hold	1,000	–	–	0.1%	21
2021 Q4	$343K	Buy	+1,000	New	+$348K	0.08%	28

Other funds holding DE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Welch Capital Partners's DE Position: Q1 2023 in Review

Welch Capital Partners sold out of Deere & Co (DE) in Q1 2023, closing a stake of 1,000 shares — an estimated $429K sold.

Welch Capital Partners first reported a position in DE in Q4 2021 and held it in 5 quarters. The position peaked at $429K in Q4 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Welch Capital Partners reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 1,000 Deere & Co shares in Q1 2023, an estimated $429K.
Welch Capital Partners first reported a position in Deere & Co in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Deere & Co position peaked at $429K in Q4 2022.
2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.