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AHL Partners’s Terex TEX Stock Holding History

AHL Partners’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$10.5M Sell
217,271
-55,016
-20% -$2.53M 0.16% 201
2017
Q3 		$12.3M Buy
272,287
+195,224
+253% +$7.72M 0.22% 99
2017
Q2 		$2.89M Buy
77,063
+5,423
+8% +$183K 0.06% 529
2017
Q1 		$2.25M Sell
71,640
-54,737
-43% -$1.72M 0.05% 599
2016
Q4 		$3.98M Buy
+126,377
New +$3.51M 0.12% 315
2015
Q3 		– Sell
-20,793
Closed -$483K – 805
2015
Q2 		$483K Buy
+20,793
New +$549K 0.02% 695

Other funds holding TEX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

AHL Partners's TEX Position: Q4 2017 in Review

AHL Partners reduced its Terex (TEX) stake by 20% in Q4 2017, selling an estimated $2.53M and leaving 217,271 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #201.

AHL Partners first reported a position in TEX in Q2 2015 and has held it in 6 quarters since. The position peaked at $12.3M in Q3 2017. 313 funds tracked by Wall St. Rank hold TEX as of Q4 2017.

  • AHL Partners held 217,271 shares of Terex worth $10.5M as of Q4 2017.
  • AHL Partners sold 55,016 Terex shares in Q4 2017, an estimated $2.53M.
  • Terex made up 0.16% of AHL Partners's portfolio in Q4 2017, its #201 holding.
  • AHL Partners first reported a position in Terex in Q2 2015 and has held it in 6 quarters since.
  • AHL Partners's Terex position peaked at $12.3M in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Terex as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.