Capital World Investors
TEX icon

Capital World Investors’s Terex TEX Stock Holding History

Capital World Investors’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
2016
Q1 		– Sell
-430,000
Closed -$7.95M – 520
2015
Q4 		$7.95M Hold
430,000
– – ﹤0.01% 489
2015
Q3 		$7.71M Sell
430,000
-235,000
-35% -$5.13M ﹤0.01% 487
2015
Q2 		$15.5M Buy
+665,000
New +$17.5M ﹤0.01% 462

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors's TEX Position: Q1 2016 in Review

Capital World Investors sold out of Terex (TEX) in Q1 2016, closing a stake of 430,000 shares — an estimated $7.95M sold.

Capital World Investors first reported a position in TEX in Q2 2015 and held it in 3 quarters. The position peaked at $15.5M in Q2 2015. 271 funds tracked by Wall St. Rank hold TEX as of Q1 2016.

  • Capital World Investors reported no remaining Terex position as of Q1 2016 after selling out during the quarter.
  • Capital World Investors sold 430,000 Terex shares in Q1 2016, an estimated $7.95M.
  • Capital World Investors first reported a position in Terex in Q2 2015 and held it in 3 quarters.
  • Capital World Investors's Terex position peaked at $15.5M in Q2 2015.
  • 271 funds tracked by Wall St. Rank held Terex as of Q1 2016.

Based on Capital World Investors's 13F filing for Q1 2016, filed 16 May 2016.