Dale Q Rice Investment Management Ltd DE — DEERE & CO

Ownership history in Dale Q Rice Investment Management Ltd  ·  7 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported DEERE & CO (DE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows DE at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in DEERE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DE was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DE stock page Dale Q Rice Investment Management Ltd fund profile Dale Q Rice Investment Management Ltd full holdings
How Dale Q Rice Investment Management Ltd held DE — position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,134 — 0% 0.39% $719K 2026-08-07 $619.35
2026 Q1 ADDED — — — 1,134 +200 +21.4% 0.48% $639K 2026-05-08 $571.99
2025 Q4 UNCHANGED — — — 934 — 0% 0.31% $435K 2026-01-30 $523.85
2025 Q3 UNCHANGED — — — 934 — 0% 0.30% $426K 2025-10-15 $443.40
2025 Q2 REDUCED 50.0% -8.5% ✅ 934 -934 -50.0% 0.39% $474K 2025-07-29 $504.95
2025 Q1 UNCHANGED — — — 1,868 — 0% 0.45% $877K 2025-04-22 $446.55
2024 Q4 INITIATED — — — 1,868 — — 0.35% $791K 2025-01-13 $420.77

🏢 Other funds also holding DE

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.5% Coastline Trust Co 3Y 7Y 0.26% Montecito Bank & Trust 3Y 7Y 0.26% First Citizens Financial Corp 3Y 0.26% First Financial Bank - Trust Division 3Y 7Y 0.25% DOLIVER ADVISORS, LP 3Y 7Y 0.22% Polaris Financial Partners 0.18% PRIVATE CLIENT SERVICES, LLC 0.1% Roxbury Financial LLC 0.09% Marotta Asset Management 3Y 0.09%

FAQ About Dale Q Rice Investment Management Ltd and DE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning DE?

Dale Q Rice Investment Management Ltd reported DE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DE position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for DE was 0.48% in 2026 Q1.

What is the latest reported DE position on this page?

The most recent filing on this page is 2026 Q2, when Dale Q Rice Investment Management Ltd reported 1,134 shares, equal to 0.39% of portfolio, with an estimated market value of $719K.

What does the chart on this DE ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly DE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dale Q Rice Investment Management Ltd time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, Dale Q Rice Investment Management Ltd correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DE relative to SPY over the holding period was +684.7%.

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