CI Investments Inc
TEX icon

CI Investments Inc’s Terex TEX Stock Holding History

CI Investments Inc’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
Q2 		– Sell
-1,948
Closed -$125K – 1312
2024
Q1 		$125K Sell
1,948
-1,225
-39% -$71.8K ﹤0.01% 822
2023
Q4 		$182K Sell
3,173
-2,118
-40% -$109K ﹤0.01% 675
2023
Q3 		$305K Buy
+5,291
New +$315K ﹤0.01% 531

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

CI Investments Inc's TEX Position: Q2 2024 in Review

CI Investments Inc sold out of Terex (TEX) in Q2 2024, closing a stake of 1,948 shares — an estimated $125K sold.

CI Investments Inc first reported a position in TEX in Q3 2023 and held it in 3 quarters. The position peaked at $305K in Q3 2023. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

  • CI Investments Inc reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
  • CI Investments Inc sold 1,948 Terex shares in Q2 2024, an estimated $125K.
  • CI Investments Inc first reported a position in Terex in Q3 2023 and held it in 3 quarters.
  • CI Investments Inc's Terex position peaked at $305K in Q3 2023.
  • 371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.