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Dean Investment Associates’s Terex TEX Stock Holding History

Dean Investment Associates’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
2020
Q3 		– Sell
-44,739
Closed -$840K – 229
2020
Q2 		$840K Sell
44,739
-96,411
-68% -$1.53M 0.2% 162
2020
Q1 		$2.03M Buy
141,150
+35,745
+34% +$809K 0.43% 105
2019
Q4 		$3.14M Buy
+105,405
New +$2.96M 0.49% 96
2017
Q3 		– Sell
-100,620
Closed -$3.77M – 216
2017
Q2 		$3.77M Buy
+100,620
New +$3.4M 0.57% 87

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dean Investment Associates's TEX Position: Q3 2020 in Review

Dean Investment Associates sold out of Terex (TEX) in Q3 2020, closing a stake of 44,739 shares — an estimated $840K sold.

Dean Investment Associates first reported a position in TEX in Q2 2017 and held it in 4 quarters. The position peaked at $3.77M in Q2 2017. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

  • Dean Investment Associates reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
  • Dean Investment Associates sold 44,739 Terex shares in Q3 2020, an estimated $840K.
  • Dean Investment Associates first reported a position in Terex in Q2 2017 and held it in 4 quarters.
  • Dean Investment Associates's Terex position peaked at $3.77M in Q2 2017.
  • 209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on Dean Investment Associates's 13F filing for Q3 2020, filed 6 Nov 2020.