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Beech Hill Advisors’s Terex TEX Stock Holding History

Beech Hill Advisors’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
2014
Q4 		– Sell
-132,500
Closed -$4.21M – 141
2014
Q3 		$4.21M Buy
132,500
+16,275
+14% +$595K 1.99% 23
2014
Q2 		$4.78M Sell
116,225
-1,300
-1% -$52.8K 2.1% 16
2014
Q1 		$5.21M Buy
117,525
+475
+0.4% +$20K 2.44% 8
2013
Q4 		$4.92M Buy
+117,050
New +$4.24M 2.48% 9

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Beech Hill Advisors's TEX Position: Q4 2014 in Review

Beech Hill Advisors sold out of Terex (TEX) in Q4 2014, closing a stake of 132,500 shares — an estimated $4.21M sold.

Beech Hill Advisors first reported a position in TEX in Q4 2013 and held it in 4 quarters. The position peaked at $5.21M in Q1 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Beech Hill Advisors reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • Beech Hill Advisors sold 132,500 Terex shares in Q4 2014, an estimated $4.21M.
  • Beech Hill Advisors first reported a position in Terex in Q4 2013 and held it in 4 quarters.
  • Beech Hill Advisors's Terex position peaked at $5.21M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Beech Hill Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.