$TEX icon$

Brighton Jones LLC’s Terex TEX Stock Holding History

Brighton Jones LLC’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
2024 Q2	–	Sell	-3,424	Closed	-$220K	–	665
2024 Q1	$220K	Sell	3,424 -864	-20%	-$50.7K	0.01%	547
2023 Q4	$246K	Buy	4,288 +33	+0.8%	+$1.71K	0.01%	485
2023 Q3	$245K	Hold	4,255	–	–	0.01%	455
2023 Q2	$255K	Sell	4,255 -4,645	-52%	-$230K	0.01%	444
2023 Q1	$431K	Sell	8,900 -1,906	-18%	-$97.5K	0.02%	311
2022 Q4	$462K	Sell	10,806 -7	-0.1%	-$282	0.03%	261
2022 Q3	$322K	Sell	10,813 -12,122	-53%	-$396K	0.02%	320
2022 Q2	$628K	Buy	22,935 +10,410	+83%	+$347K	0.04%	210
2022 Q1	$447K	Buy	12,525 +607	+5%	+$25.1K	0.02%	297
2021 Q4	$524K	Buy	11,918 +48	+0.4%	+$2.15K	0.02%	272
2021 Q3	$500K	Buy	11,870 +96	+0.8%	+$4.54K	0.03%	272
2021 Q2	$561K	Sell	11,774 -33,635	-74%	-$1.63M	0.03%	241
2021 Q1	$2.09M	Sell	45,409 -23,528	-34%	-$965K	0.12%	78
2020 Q4	$2.4M	Sell	68,937 -3,891	-5%	-$115K	0.15%	65
2020 Q3	$1.41M	Buy	72,828 +5,468	+8%	+$107K	0.1%	89
2020 Q2	$1.26M	Hold	67,360	–	–	0.1%	85
2020 Q1	$967K	Buy	67,360 +21,234	+46%	+$481K	0.1%	92
2019 Q4	$1.37M	Sell	46,126 -26,657	-37%	-$749K	0.15%	93
2019 Q3	$1.89M	Sell	72,783 -1,480	-2%	-$40.7K	0.22%	60
2019 Q2	$2.33M	Sell	74,263 -5,228	-7%	-$160K	0.27%	48
2019 Q1	$2.55M	Buy	79,491 +34,470	+77%	+$1.09M	0.31%	43
2018 Q4	$1.24M	Buy	45,021 +88	+0.2%	+$2.81K	0.18%	73
2018 Q3	$1.79M	Sell	44,933 -83	-0.2%	-$3.38K	0.22%	56
2018 Q2	$1.9M	Sell	45,016 -3,700	-8%	-$147K	0.24%	48
2018 Q1	$1.82M	Buy	48,716 +10,257	+27%	+$445K	0.25%	50
2017 Q4	$1.85M	Sell	38,459 -5,677	-13%	-$261K	0.22%	47
2017 Q3	$1.99M	Sell	44,136 -17,270	-28%	-$683K	0.26%	42
2017 Q2	$2.3M	Buy	+61,406	New	+$2.08M	0.32%	35
2017 Q1	–	Sell	-10,844	Closed	-$342K	–	128
2016 Q4	$342K	Sell	10,844 -41,555	-79%	-$1.15M	0.13%	67
2016 Q3	$1.33M	Sell	52,399 -7,799	-13%	-$182K	0.22%	54
2016 Q2	$1.22M	Sell	60,198 -1,804	-3%	-$41.3K	0.22%	55
2016 Q1	$1.54M	Buy	62,002 +24,198	+64%	+$507K	0.28%	46
2015 Q4	$699K	Buy	37,804 +482	+1%	+$9.53K	0.14%	90
2015 Q3	$670K	Buy	+37,322	New	+$814K	0.14%	86
2014 Q4	–	Sell	-6,340	Closed	-$201K	–	212
2014 Q3	$201K	Buy	6,340 +10	+0.2%	+$366	0.05%	195
2014 Q2	$260K	Buy	6,330 +8	+0.1%	+$325	0.06%	153
2014 Q1	$280K	Buy	6,322 +8	+0.1%	+$336	0.07%	139
2013 Q4	$265K	Sell	6,314 -3,577	-36%	-$130K	0.06%	147
2013 Q3	$332K	Hold	9,891	–	–	0.09%	101
2013 Q2	$260K	Buy	+9,891	New	+$305K	0.08%	95

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Brighton Jones LLC's TEX Position: Q2 2024 in Review

Brighton Jones LLC sold out of Terex (TEX) in Q2 2024, closing a stake of 3,424 shares — an estimated $220K sold.

Brighton Jones LLC first reported a position in TEX in Q2 2013 and held it in 40 quarters. The position peaked at $2.55M in Q1 2019. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

Brighton Jones LLC reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
Brighton Jones LLC sold 3,424 Terex shares in Q2 2024, an estimated $220K.
Brighton Jones LLC first reported a position in Terex in Q2 2013 and held it in 40 quarters.
Brighton Jones LLC's Terex position peaked at $2.55M in Q1 2019.
371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on Brighton Jones LLC's 13F filing for Q2 2024, filed 12 Aug 2024.