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Braun Stacey Associates’s Terex TEX Stock Holding History

Braun Stacey Associates’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
2022
Q2 		– Sell
-402,303
Closed -$14.3M – 148
2022
Q1 		$14.3M Sell
402,303
-18,774
-4% -$777K 0.59% 84
2021
Q4 		$18.5M Sell
421,077
-10,510
-2% -$472K 0.68% 70
2021
Q3 		$18.2M Buy
+431,587
New +$20.4M 0.73% 68

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Braun Stacey Associates's TEX Position: Q2 2022 in Review

Braun Stacey Associates sold out of Terex (TEX) in Q2 2022, closing a stake of 402,303 shares — an estimated $14.3M sold.

Braun Stacey Associates first reported a position in TEX in Q3 2021 and held it in 3 quarters. The position peaked at $18.5M in Q4 2021. 261 funds tracked by Wall St. Rank hold TEX as of Q2 2022.

  • Braun Stacey Associates reported no remaining Terex position as of Q2 2022 after selling out during the quarter.
  • Braun Stacey Associates sold 402,303 Terex shares in Q2 2022, an estimated $14.3M.
  • Braun Stacey Associates first reported a position in Terex in Q3 2021 and held it in 3 quarters.
  • Braun Stacey Associates's Terex position peaked at $18.5M in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Terex as of Q2 2022.

Based on Braun Stacey Associates's 13F filing for Q2 2022, filed 27 Jul 2022.