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Disciplined Investments’s Terex TEX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-13
Closed -$778 – 1386
2023
Q2 		$778 Sell
13
-1
-7% -$50 ﹤0.01% 1068
2023
Q1 		$677 Buy
14
+2
+17% +$102 ﹤0.01% 1131
2022
Q4 		$513 Hold
12
– – ﹤0.01% 1188
2022
Q3 		$0 Buy
12
+6
+100% +$196 ﹤0.01% 1608
2022
Q2 		$0 Sell
6
-3
-33% -$100 ﹤0.01% 1613
2022
Q1 		$0 Buy
+9
New +$372 ﹤0.01% 1613

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's TEX Position: Q3 2023 in Review

Disciplined Investments sold out of Terex (TEX) in Q3 2023, closing a stake of 13 shares — an estimated $778 sold.

Disciplined Investments first reported a position in TEX in Q1 2022 and held it in 6 quarters. The position peaked at $778 in Q2 2023. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • Disciplined Investments reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Terex shares in Q3 2023, an estimated $778.
  • Disciplined Investments first reported a position in Terex in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Terex position peaked at $778 in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.