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Clear Harbor Asset Management’s Terex TEX Stock Holding History

Clear Harbor Asset Management’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
2025
Q3 		– Sell
-20,281
Closed -$947K – 448
2025
Q2 		$947K Sell
20,281
-5
-0% -$209 0.07% 192
2025
Q1 		$766K Buy
20,286
+170
+0.8% +$7.42K 0.06% 205
2024
Q4 		$930K Buy
+20,116
New +$1.05M 0.08% 182
2020
Q4 		– Sell
-1,000
Closed -$19.4K – 678
2020
Q3 		$19.4K Buy
+1,000
New +$19.5K ﹤0.01% 511
2020
Q1 		– Sell
-1,000
Closed -$29.8K – 634
2019
Q4 		$29.8K Buy
+1,000
New +$28.1K 0.01% 463
2014
Q4 		– Sell
-7,670
Closed -$244K – 300
2014
Q3 		$244K Hold
7,670
– – 0.05% 181
2014
Q2 		$315K Sell
7,670
-2,400
-24% -$97.6K 0.07% 164
2014
Q1 		$446K Buy
10,070
+485
+5% +$20.4K 0.1% 141
2013
Q4 		$402K Buy
9,585
+2,025
+27% +$73.4K 0.1% 131
2013
Q3 		$254K Buy
+7,560
New +$229K 0.07% 146

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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