$TEX icon$

Colonial Trust’s Terex TEX Stock Holding History

Colonial Trust’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 Q1	–	Sell	-47	Closed	-$2.65K	–	1317
2024 Q4	$2.65K	Hold	47	–	–	﹤0.01%	1181
2024 Q3	$2.48K	Buy	+47	New	+$2.6K	﹤0.01%	992

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Colonial Trust's TEX Position: Q1 2025 in Review

Colonial Trust sold out of Terex (TEX) in Q1 2025, closing a stake of 47 shares — an estimated $2.65K sold.

Colonial Trust first reported a position in TEX in Q3 2024 and held it in 2 quarters. The position peaked at $2.65K in Q4 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

Colonial Trust reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 47 Terex shares in Q1 2025, an estimated $2.65K.
Colonial Trust first reported a position in Terex in Q3 2024 and held it in 2 quarters.
Colonial Trust's Terex position peaked at $2.65K in Q4 2024.
333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.