Aviva
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Aviva’s Terex TEX Stock Holding History

Aviva’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
2024
Q2 		– Sell
-10,880
Closed -$701K – 968
2024
Q1 		$701K Buy
+10,880
New +$638K ﹤0.01% 716
2016
Q2 		– Sell
-26,000
Closed -$647K – 781
2016
Q1 		$647K Hold
26,000
– – ﹤0.01% 743
2015
Q4 		$480K Hold
26,000
– – ﹤0.01% 782
2015
Q3 		$466K Hold
26,000
– – ﹤0.01% 783
2015
Q2 		$605K Sell
26,000
-143,000
-85% -$3.77M ﹤0.01% 768
2015
Q1 		$4.49M Hold
169,000
– – 0.03% 581
2014
Q4 		$4.71M Hold
169,000
– – 0.04% 493
2014
Q3 		$5.37M Buy
+169,000
New +$6.18M 0.04% 464
2014
Q1 		– Sell
-95,260
Closed -$4M – 821
2013
Q4 		$4M Buy
95,260
+2,428
+3% +$88K 0.03% 521
2013
Q3 		$3.12M Buy
92,832
+832
+0.9% +$25.2K 0.03% 572
2013
Q2 		$2.42M Buy
+92,000
New +$2.84M 0.02% 564

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Aviva's TEX Position: Q2 2024 in Review

Aviva sold out of Terex (TEX) in Q2 2024, closing a stake of 10,880 shares — an estimated $701K sold.

Aviva first reported a position in TEX in Q2 2013 and held it in 11 quarters. The position peaked at $5.37M in Q3 2014. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

  • Aviva reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
  • Aviva sold 10,880 Terex shares in Q2 2024, an estimated $701K.
  • Aviva first reported a position in Terex in Q2 2013 and held it in 11 quarters.
  • Aviva's Terex position peaked at $5.37M in Q3 2014.
  • 371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on Aviva's 13F filing for Q2 2024, filed 2 Aug 2024.