$TEX icon$

Barings’s Terex TEX Stock Holding History

Barings’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
2019 Q1	–	Sell	-9,300	Closed	-$256K	–	755
2018 Q4	$256K	Hold	9,300	–	–	﹤0.01%	618
2018 Q3	$371K	Sell	9,300 -4,500	-33%	-$183K	0.01%	684
2018 Q2	$582K	Hold	13,800	–	–	0.01%	612
2018 Q1	$516K	Hold	13,800	–	–	0.01%	685
2017 Q4	$665K	Hold	13,800	–	–	0.01%	633
2017 Q3	$621K	Hold	13,800	–	–	0.01%	592
2017 Q2	$518K	Sell	13,800 -13,800	-50%	-$467K	0.02%	613
2017 Q1	$866K	Buy	27,600 +13,800	+100%	+$434K	0.01%	806
2016 Q4	$435K	Hold	13,800	–	–	0.01%	661
2016 Q3	$351K	Buy	+13,800	New	+$322K	0.01%	653
2014 Q1	–	Sell	-17,900	Closed	-$752K	–	946
2013 Q4	$752K	Buy	17,900 +3,400	+23%	+$123K	0.03%	488
2013 Q3	$487K	Sell	14,500 -7,800	-35%	-$236K	0.02%	619
2013 Q2	$586K	Buy	+22,300	New	+$689K	0.03%	560

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barings's TEX Position: Q1 2019 in Review

Barings sold out of Terex (TEX) in Q1 2019, closing a stake of 9,300 shares — an estimated $256K sold.

Barings first reported a position in TEX in Q2 2013 and held it in 13 quarters. The position peaked at $866K in Q1 2017. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

Barings reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
Barings sold 9,300 Terex shares in Q1 2019, an estimated $256K.
Barings first reported a position in Terex in Q2 2013 and held it in 13 quarters.
Barings's Terex position peaked at $866K in Q1 2017.
277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Barings's 13F filing for Q1 2019, filed 8 May 2019.