AM
TEX icon

Appaloosa Management’s Terex TEX Stock Holding History

Appaloosa Management’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
2015
Q4 		– Sell
-1,653,306
Closed -$29.7M – 56
2015
Q3 		$29.7M Buy
1,653,306
+50,000
+3% +$1.09M 1.04% 24
2015
Q2 		$37.3M Hold
1,603,306
– – 0.92% 24
2015
Q1 		$42.6M Sell
1,603,306
-48,400
-3% -$1.22M 0.75% 27
2014
Q4 		$46M Buy
1,651,706
+91,143
+6% +$2.61M 1.14% 18
2014
Q3 		$49.6M Buy
1,560,563
+294,400
+23% +$10.8M 0.73% 32
2014
Q2 		$52M Hold
1,266,163
– – 0.73% 35
2014
Q1 		$56.1M Sell
1,266,163
-781,606
-38% -$32.8M 0.62% 37
2013
Q4 		$86M Sell
2,047,769
-309,200
-13% -$11.2M 1.08% 22
2013
Q3 		$79.2M Buy
2,356,969
+183,144
+8% +$5.55M 1.26% 26
2013
Q2 		$57.2M Buy
+2,173,825
New +$67.1M 0.83% 36

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Appaloosa Management's TEX Position: Q4 2015 in Review

Appaloosa Management sold out of Terex (TEX) in Q4 2015, closing a stake of 1,653,306 shares — an estimated $29.7M sold.

Appaloosa Management first reported a position in TEX in Q2 2013 and held it in 10 quarters. The position peaked at $86M in Q4 2013. 251 funds tracked by Wall St. Rank hold TEX as of Q4 2015.

  • Appaloosa Management reported no remaining Terex position as of Q4 2015 after selling out during the quarter.
  • Appaloosa Management sold 1,653,306 Terex shares in Q4 2015, an estimated $29.7M.
  • Appaloosa Management first reported a position in Terex in Q2 2013 and held it in 10 quarters.
  • Appaloosa Management's Terex position peaked at $86M in Q4 2013.
  • 251 funds tracked by Wall St. Rank held Terex as of Q4 2015.

Based on Appaloosa Management's 13F filing for Q4 2015, filed 12 Feb 2016.