AIA
TEX icon

Avalon Investment & Advisory’s Terex TEX Stock Holding History

Avalon Investment & Advisory’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
2018
Q1 		– Sell
-30,265
Closed -$1.46M – 371
2017
Q4 		$1.46M Buy
30,265
+1,004
+3% +$46.2K 0.05% 227
2017
Q3 		$1.32M Sell
29,261
-18
-0.1% -$712 0.04% 223
2017
Q2 		$1.1M Buy
+29,279
New +$990K 0.04% 252

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avalon Investment & Advisory's TEX Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of Terex (TEX) in Q1 2018, closing a stake of 30,265 shares — an estimated $1.46M sold.

Avalon Investment & Advisory first reported a position in TEX in Q2 2017 and held it in 3 quarters. The position peaked at $1.46M in Q4 2017. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

  • Avalon Investment & Advisory reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 30,265 Terex shares in Q1 2018, an estimated $1.46M.
  • Avalon Investment & Advisory first reported a position in Terex in Q2 2017 and held it in 3 quarters.
  • Avalon Investment & Advisory's Terex position peaked at $1.46M in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.