$TEX icon$

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

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Dimensional Fund Advisors

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

Fisher Asset Management

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return