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Baldwin Investment Management’s Terex TEX Stock Holding History

Baldwin 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
2020
Q1 		– Sell
-18,100
Closed -$539K – 163
2019
Q4 		$539K Hold
18,100
– – 0.14% 101
2019
Q3 		$470K Hold
18,100
– – 0.14% 109
2019
Q2 		$568K Buy
18,100
+300
+2% +$9.21K 0.16% 95
2019
Q1 		$572K Buy
17,800
+800
+5% +$25.4K 0.17% 92
2018
Q4 		$469K Hold
17,000
– – 0.15% 97
2018
Q3 		$678K Sell
17,000
-1,100
-6% -$44.7K 0.19% 80
2018
Q2 		$764K Buy
+18,100
New +$718K 0.24% 71

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Baldwin Investment Management's TEX Position: Q1 2020 in Review

Baldwin Investment Management sold out of Terex (TEX) in Q1 2020, closing a stake of 18,100 shares — an estimated $539K sold.

Baldwin Investment Management first reported a position in TEX in Q2 2018 and held it in 7 quarters. The position peaked at $764K in Q2 2018. 229 funds tracked by Wall St. Rank hold TEX as of Q1 2020.

  • Baldwin Investment Management reported no remaining Terex position as of Q1 2020 after selling out during the quarter.
  • Baldwin Investment Management sold 18,100 Terex shares in Q1 2020, an estimated $539K.
  • Baldwin Investment Management first reported a position in Terex in Q2 2018 and held it in 7 quarters.
  • Baldwin Investment Management's Terex position peaked at $764K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held Terex as of Q1 2020.

Based on Baldwin Investment Management's 13F filing for Q1 2020, filed 12 May 2020.