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Artemis Investment Management’s Terex TEX Stock Holding History

Artemis Investment 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
2023
Q4 		– Sell
-67,322
Closed -$3.88M – 243
2023
Q3 		$3.88M Sell
67,322
-57,889
-46% -$3.45M 0.05% 163
2023
Q2 		$7.48M Sell
125,211
-14,733
-11% -$731K 0.09% 156
2023
Q1 		$6.76M Buy
139,944
+21,476
+18% +$1.1M 0.08% 166
2022
Q4 		$5.09M Buy
+118,468
New +$4.77M 0.06% 168
2017
Q2 		– Sell
-127,434
Closed -$4M – 249
2017
Q1 		$4M Sell
127,434
-95,722
-43% -$3.01M 0.11% 147
2016
Q4 		$7.04M Sell
223,156
-206,659
-48% -$5.73M 0.19% 132
2016
Q3 		$10.9M Sell
429,815
-67,369
-14% -$1.57M 0.31% 96
2016
Q2 		$10.1M Buy
497,184
+372,408
+298% +$8.52M 0.27% 109
2016
Q1 		$3.1M Buy
+124,776
New +$2.61M 0.08% 160

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Artemis Investment Management's TEX Position: Q4 2023 in Review

Artemis Investment Management sold out of Terex (TEX) in Q4 2023, closing a stake of 67,322 shares — an estimated $3.88M sold.

Artemis Investment Management first reported a position in TEX in Q1 2016 and held it in 9 quarters. The position peaked at $10.9M in Q3 2016. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Artemis Investment Management reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Artemis Investment Management sold 67,322 Terex shares in Q4 2023, an estimated $3.88M.
  • Artemis Investment Management first reported a position in Terex in Q1 2016 and held it in 9 quarters.
  • Artemis Investment Management's Terex position peaked at $10.9M in Q3 2016.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Artemis Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.