Boston Partners
TEX icon

Boston Partners’s Terex TEX Stock Holding History

Boston Partners’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
2023
Q4 		– Sell
-744,474
Closed -$41.5M – 773
2023
Q3 		$41.5M Sell
744,474
-12,464
-2% -$743K 0.06% 256
2023
Q2 		$45.6M Sell
756,938
-38,361
-5% -$1.9M 0.06% 241
2023
Q1 		$37.8M Buy
795,299
+295,248
+59% +$15.1M 0.05% 245
2022
Q4 		$21.9M Sell
500,051
-3,240
-0.6% -$130K 0.03% 289
2022
Q3 		$15.8M Buy
503,291
+120,536
+31% +$3.94M 0.02% 314
2022
Q2 		$10.8M Buy
382,755
+6,801
+2% +$226K 0.02% 348
2022
Q1 		$13.3M Buy
375,954
+960
+0.3% +$39.7K 0.02% 347
2021
Q4 		$16.6M Sell
374,994
-2,627
-0.7% -$118K 0.02% 334
2021
Q3 		$16M Sell
377,621
-3,960
-1% -$187K 0.02% 335
2021
Q2 		$18.1M Sell
381,581
-2,978
-0.8% -$145K 0.02% 331
2021
Q1 		$17.8M Sell
384,559
-284,397
-43% -$11.7M 0.02% 337
2020
Q4 		$23.3M Sell
668,956
-35,388
-5% -$1.04M 0.04% 299
2020
Q3 		$13.6M Buy
704,344
+153,288
+28% +$3M 0.02% 317
2020
Q2 		$10.3M Buy
+551,056
New +$8.77M 0.02% 330
2016
Q2 		– Sell
-590,240
Closed -$14.7M – 753
2016
Q1 		$14.7M Sell
590,240
-2,522,750
-81% -$52.8M 0.02% 338
2015
Q4 		$57.5M Buy
3,112,990
+39,229
+1% +$775K 0.08% 208
2015
Q3 		$55.1M Sell
3,073,761
-1,377,558
-31% -$30M 0.08% 202
2015
Q2 		$103M Buy
4,451,319
+494,756
+13% +$13.1M 0.15% 169
2015
Q1 		$105M Buy
3,956,563
+1,702,744
+76% +$43M 0.16% 167
2014
Q4 		$62.8M Buy
2,253,819
+1,527,752
+210% +$43.7M 0.09% 194
2014
Q3 		$23.1M Buy
726,067
+21,721
+3% +$794K 0.04% 266
2014
Q2 		$28.9M Sell
704,346
-2,459
-0.3% -$100K 0.05% 248
2014
Q1 		$31.3M Buy
706,805
+1,522
+0.2% +$64K 0.06% 238
2013
Q4 		$29.6M Sell
705,283
-13,735
-2% -$498K 0.06% 238
2013
Q3 		$24.2M Sell
719,018
-8,541
-1% -$259K 0.06% 240
2013
Q2 		$19.1M Buy
+727,559
New +$22.5M 0.05% 244

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Boston Partners's TEX Position: Q4 2023 in Review

Boston Partners sold out of Terex (TEX) in Q4 2023, closing a stake of 744,474 shares — an estimated $41.5M sold.

Boston Partners first reported a position in TEX in Q2 2013 and held it in 26 quarters. The position peaked at $105M in Q1 2015. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Boston Partners reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Boston Partners sold 744,474 Terex shares in Q4 2023, an estimated $41.5M.
  • Boston Partners first reported a position in Terex in Q2 2013 and held it in 26 quarters.
  • Boston Partners's Terex position peaked at $105M in Q1 2015.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.