$TEX icon$

Crewe Advisors’s Terex TEX Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-2	Closed	-$116	–	670
2023 Q3	$116	Sell	2 -1	-33%	-$60	﹤0.01%	555
2023 Q2	$180	Buy	+3	New	+$149	﹤0.01%	733

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Crewe Advisors's TEX Position: Q4 2023 in Review

Crewe Advisors sold out of Terex (TEX) in Q4 2023, closing a stake of 2 shares — an estimated $116 sold.

Crewe Advisors first reported a position in TEX in Q2 2023 and held it in 2 quarters. The position peaked at $180 in Q2 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

Crewe Advisors reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Terex shares in Q4 2023, an estimated $116.
Crewe Advisors first reported a position in Terex in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Terex position peaked at $180 in Q2 2023.
402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.