Ownership history in First Personal Financial Services Β· 40 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in DEERE & CO (DE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π First Personal Financial Services underperformed the S&P 500 by β21.9% annually on this DE position. Timing score: 59% (23/39 decisions correct). Average cost basis: $79.71. Maximum drawdown during holding period: β27.7%.
β Significantly underperformed the S&P 500 by 21.9% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 39 add/trim decisions correct
Best entry: $62.17 (2015 Q3) Β· Worst: $390.97 (2023 Q2)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 24 trims. Bought during 7 of 13 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size