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Berman Capital Advisors’s Terex TEX Stock Holding History

Berman Capital 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
2021
Q3 		$12K Buy
294
+34
+13% +$1.61K ﹤0.01% 1134
2021
Q2 		$12K Buy
260
+1
+0.4% +$49 ﹤0.01% 1094
2021
Q1 		$11K Hold
259
– – ﹤0.01% 1009
2020
Q4 		$9K Hold
259
– – ﹤0.01% 966
2020
Q3 		$5K Sell
259
-22
-8% -$430 ﹤0.01% 1064
2020
Q2 		$4K Buy
281
+259
+1,177% +$4.12K ﹤0.01% 1085
2020
Q1 		$0 Sell
22
-162
-88% -$3.67K ﹤0.01% 1658
2019
Q4 		$5K Buy
184
+48
+35% +$1.35K ﹤0.01% 994
2019
Q3 		$3K Buy
136
+1
+0.7% +$27 ﹤0.01% 1107
2019
Q2 		$4K Buy
+135
New +$4.14K ﹤0.01% 1037
2019
Q1 		– Sell
-5
Closed – – 1475
2018
Q4 		$0 Buy
+5
New +$160 ﹤0.01% 1255

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's TEX Position: Q3 2021 in Review

Berman Capital Advisors increased its Terex (TEX) stake by 13% in Q3 2021, buying an estimated $1.61K and bringing the position to 294 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Berman Capital Advisors first reported a position in TEX in Q4 2018 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold TEX as of Q3 2021.

  • Berman Capital Advisors held 294 shares of Terex worth $12K as of Q3 2021.
  • Berman Capital Advisors bought 34 Terex shares in Q3 2021, an estimated $1.61K.
  • Terex made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1134 holding.
  • Berman Capital Advisors first reported a position in Terex in Q4 2018 and has held it in 11 quarters since.
  • 281 funds tracked by Wall St. Rank held Terex as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.