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Cavalier Investments’s Terex TEX Stock Holding History

Cavalier Investments’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
-11,299
Closed -$598K – 90
2024
Q3 		$598K Buy
11,299
+690
+7% +$38.1K 0.18% 79
2024
Q2 		$582K Buy
10,609
+310
+3% +$18.4K 0.18% 71
2024
Q1 		$663K Buy
10,299
+560
+6% +$32.8K 0.24% 69
2023
Q4 		$560K Buy
9,739
+223
+2% +$11.5K 0.21% 81
2023
Q3 		$548K Buy
9,516
+350
+4% +$20.9K 0.21% 77
2023
Q2 		$548K Buy
+9,166
New +$455K 0.2% 77

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Cavalier Investments's TEX Position: Q4 2024 in Review

Cavalier Investments sold out of Terex (TEX) in Q4 2024, closing a stake of 11,299 shares — an estimated $598K sold.

Cavalier Investments first reported a position in TEX in Q2 2023 and held it in 6 quarters. The position peaked at $663K in Q1 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Cavalier Investments reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 11,299 Terex shares in Q4 2024, an estimated $598K.
  • Cavalier Investments first reported a position in Terex in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's Terex position peaked at $663K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.