$TEX icon$

Apogem Capital’s Terex TEX Stock Holding History

Apogem Capital’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
2021 Q2	–	Sell	-7,704	Closed	-$355K	–	210
2021 Q1	$355K	Buy	7,704 +938	+14%	+$38.5K	0.24%	129
2020 Q4	$236K	Buy	+6,766	New	+$200K	0.16%	145

Other funds holding TEX

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apogem Capital's TEX Position: Q2 2021 in Review

Apogem Capital sold out of Terex (TEX) in Q2 2021, closing a stake of 7,704 shares — an estimated $355K sold.

Apogem Capital first reported a position in TEX in Q4 2020 and held it in 2 quarters. The position peaked at $355K in Q1 2021. 267 funds tracked by Wall St. Rank hold TEX as of Q2 2021.

Apogem Capital reported no remaining Terex position as of Q2 2021 after selling out during the quarter.
Apogem Capital sold 7,704 Terex shares in Q2 2021, an estimated $355K.
Apogem Capital first reported a position in Terex in Q4 2020 and held it in 2 quarters.
Apogem Capital's Terex position peaked at $355K in Q1 2021.
267 funds tracked by Wall St. Rank held Terex as of Q2 2021.

Based on Apogem Capital's 13F filing for Q2 2021, filed 16 Aug 2021.