$TEX icon$

Callan Capital’s Terex TEX Stock Holding History

Callan Capital’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 Q4	–	Sell	-5,900	Closed	-$312K	–	371
2024 Q3	$312K	Buy	+5,900	New	+$326K	0.02%	255

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Capital's TEX Position: Q4 2024 in Review

Callan Capital sold out of Terex (TEX) in Q4 2024, closing a stake of 5,900 shares — an estimated $312K sold.

Callan Capital first reported a position in TEX in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

Callan Capital reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
Callan Capital sold 5,900 Terex shares in Q4 2024, an estimated $312K.
Callan Capital first reported a position in Terex in Q3 2024 and held it in 1 quarter.
Callan Capital's Terex position peaked at $312K in Q3 2024.
350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Callan Capital's 13F filing for Q4 2024, filed 3 Feb 2025.