YorkBridge Wealth Partners’s Deere & Co DE Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-227	Closed	-$38K	–	279
2019 Q2	$38K	Hold	227	–	–	0.02%	396
2019 Q1	$36K	Sell	227 -324	-59%	-$51.8K	0.02%	391
2018 Q4	$82K	Buy	551 +7	+1%	+$1.02K	0.04%	275
2018 Q3	$82K	Sell	544 -4,403	-89%	-$632K	0.04%	306
2018 Q2	$692K	Sell	4,947 -485	-9%	-$71.5K	0.3%	80
2018 Q1	$816K	Sell	5,432 -14	-0.3%	-$2.27K	0.38%	72
2017 Q4	$855K	Sell	5,446 -85	-2%	-$11.9K	0.41%	68
2017 Q3	$695K	Buy	5,531 +4,295	+347%	+$530K	0.36%	71
2017 Q2	$154K	Buy	1,236 +13	+1%	+$1.53K	0.08%	198
2017 Q1	$136K	Hold	1,223	–	–	0.07%	203
2016 Q4	$127K	Buy	+1,223	New	+$115K	0.08%	202

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

YorkBridge Wealth Partners's DE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Deere & Co (DE) in Q3 2019, closing a stake of 227 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in DE in Q4 2016 and held it in 11 quarters. The position peaked at $855K in Q4 2017. 1,191 funds tracked by Wall St. Rank hold DE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Deere & Co position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 227 Deere & Co shares in Q3 2019, an estimated $38K.
YorkBridge Wealth Partners first reported a position in Deere & Co in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Deere & Co position peaked at $855K in Q4 2017.
1,191 funds tracked by Wall St. Rank held Deere & Co as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.