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Chartwell Investment Partners’s Terex TEX Stock Holding History

Chartwell Investment Partners’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
Q3 		$559K Buy
+10,558
New +$583K 0.02% 391
2023
Q4 		– Sell
-17,175
Closed -$989K – 443
2023
Q3 		$989K Sell
17,175
-6,166
-26% -$367K 0.04% 354
2023
Q2 		$1.4M Buy
23,341
+1,123
+5% +$55.7K 0.05% 324
2023
Q1 		$1.07M Buy
22,218
+739
+3% +$37.8K 0.04% 336
2022
Q4 		$917K Buy
21,479
+1,217
+6% +$49K 0.04% 350
2022
Q3 		$603K Buy
20,262
+709
+4% +$23.2K 0.03% 376
2022
Q2 		$535K Sell
19,553
-12,919
-40% -$430K 0.02% 393
2022
Q1 		$1.16M Buy
32,472
+1,359
+4% +$56.2K 0.04% 368
2021
Q4 		$1.37M Sell
31,113
-601
-2% -$27K 0.04% 356
2021
Q3 		$1.33M Sell
31,714
-25,141
-44% -$1.19M 0.04% 348
2021
Q2 		$2.71M Buy
56,855
+14,340
+34% +$697K 0.08% 259
2021
Q1 		$1.96M Sell
42,515
-2,284
-5% -$93.6K 0.06% 290
2020
Q4 		$1.56M Buy
+44,799
New +$1.32M 0.05% 316

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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