AIM
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Aspen Investment Management’s Terex TEX Stock Holding History

Aspen 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
-10,405
Closed -$599K – 151
2023
Q3 		$599K Sell
10,405
-65
-0.6% -$3.87K 0.36% 76
2023
Q2 		$626K Sell
10,470
-525
-5% -$26K 0.37% 74
2023
Q1 		$532K Buy
+10,995
New +$562K 0.34% 77

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

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

Aspen Investment Management sold out of Terex (TEX) in Q4 2023, closing a stake of 10,405 shares — an estimated $599K sold.

Aspen Investment Management first reported a position in TEX in Q1 2023 and held it in 3 quarters. The position peaked at $626K in Q2 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Aspen Investment Management reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Aspen Investment Management sold 10,405 Terex shares in Q4 2023, an estimated $599K.
  • Aspen Investment Management first reported a position in Terex in Q1 2023 and held it in 3 quarters.
  • Aspen Investment Management's Terex position peaked at $626K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.