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C.M. Bidwell & Associates’s Terex TEX Stock Holding History

C.M. Bidwell & 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
2025
Q1 		– Sell
-70
Closed -$3.23K – 519
2024
Q4 		$3.23K Buy
+70
New +$3.65K ﹤0.01% 402
2024
Q1 		– Sell
-8
Closed -$460 – 544
2023
Q4 		$460 Sell
8
-2,617
-100% -$135K ﹤0.01% 451
2023
Q3 		$151K Hold
2,625
– – 0.12% 152
2023
Q2 		$157K Hold
2,625
– – 0.11% 150
2023
Q1 		$127K Buy
+2,625
New +$134K 0.1% 196
2021
Q4 		– Sell
-5,385
Closed -$227K – 632
2021
Q3 		$227K Buy
+5,385
New +$255K 0.15% 127
2015
Q4 		– Sell
-129,655
Closed -$2.33M – 277
2015
Q3 		$2.33M Sell
129,655
-13,830
-10% -$302K 0.57% 75
2015
Q2 		$3.34M Buy
143,485
+64,930
+83% +$1.71M 0.74% 69
2015
Q1 		$2.09M Buy
+78,555
New +$1.99M 0.46% 82

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return