$TEX icon$

Convergence Investment Partners’s Terex TEX Stock Holding History

Convergence 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
2021 Q4	–	Sell	-4,688	Closed	-$197K	–	256
2021 Q3	$197K	Sell	4,688 -393	-8%	-$18.6K	0.11%	191
2021 Q2	$242K	Buy	5,081 +119	+2%	+$5.78K	0.1%	189
2021 Q1	$229K	Buy	+4,962	New	+$203K	0.1%	183
2019 Q2	–	Sell	-24,212	Closed	-$778K	–	383
2019 Q1	$778K	Buy	+24,212	New	+$768K	0.17%	175
2018 Q3	–	Sell	-78,584	Closed	-$3.31M	–	358
2018 Q2	$3.31M	Buy	78,584 +43,929	+127%	+$1.74M	0.46%	83
2018 Q1	$1.3M	Buy	+34,655	New	+$1.5M	0.17%	203
2017 Q4	–	Sell	-17,204	Closed	-$775K	–	344
2017 Q3	$775K	Buy	+17,204	New	+$681K	0.11%	250
2015 Q2	–	Sell	-30,552	Closed	-$812K	–	415
2015 Q1	$812K	Buy	+30,552	New	+$772K	0.11%	278

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Convergence Investment Partners's TEX Position: Q4 2021 in Review

Convergence Investment Partners sold out of Terex (TEX) in Q4 2021, closing a stake of 4,688 shares — an estimated $197K sold.

Convergence Investment Partners first reported a position in TEX in Q1 2015 and held it in 8 quarters. The position peaked at $3.31M in Q2 2018. 283 funds tracked by Wall St. Rank hold TEX as of Q4 2021.

Convergence Investment Partners reported no remaining Terex position as of Q4 2021 after selling out during the quarter.
Convergence Investment Partners sold 4,688 Terex shares in Q4 2021, an estimated $197K.
Convergence Investment Partners first reported a position in Terex in Q1 2015 and held it in 8 quarters.
Convergence Investment Partners's Terex position peaked at $3.31M in Q2 2018.
283 funds tracked by Wall St. Rank held Terex as of Q4 2021.

Based on Convergence Investment Partners's 13F filing for Q4 2021, filed 25 Jan 2022.