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Bogle Investment Management’s Terex TEX Stock Holding History

Bogle 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
2018
Q1 		– Sell
-5,432
Closed -$261K – 377
2017
Q4 		$261K Buy
+5,432
New +$250K 0.02% 261
2015
Q2 		– Sell
-81,564
Closed -$2.17M – 423
2015
Q1 		$2.17M Buy
81,564
+38,414
+89% +$971K 0.15% 164
2014
Q4 		$1.2M Buy
+43,150
New +$1.23M 0.08% 248

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogle Investment Management's TEX Position: Q1 2018 in Review

Bogle Investment Management sold out of Terex (TEX) in Q1 2018, closing a stake of 5,432 shares — an estimated $261K sold.

Bogle Investment Management first reported a position in TEX in Q4 2014 and held it in 3 quarters. The position peaked at $2.17M in Q1 2015. 286 funds tracked by Wall St. Rank hold TEX as of Q1 2018.

  • Bogle Investment Management reported no remaining Terex position as of Q1 2018 after selling out during the quarter.
  • Bogle Investment Management sold 5,432 Terex shares in Q1 2018, an estimated $261K.
  • Bogle Investment Management first reported a position in Terex in Q4 2014 and held it in 3 quarters.
  • Bogle Investment Management's Terex position peaked at $2.17M in Q1 2015.
  • 286 funds tracked by Wall St. Rank held Terex as of Q1 2018.

Based on Bogle Investment Management's 13F filing for Q1 2018, filed 14 May 2018.