DLHL
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Donald L. Hagan LLC’s Terex TEX Stock Holding History

Donald L. Hagan LLC’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
2025
Q2 		– Sell
-25,599
Closed -$967K – 97
2025
Q1 		$967K Buy
25,599
+126
+0.5% +$5.5K 0.5% 52
2024
Q4 		$1.18M Buy
+25,473
New +$1.33M 0.61% 43

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Donald L. Hagan LLC's TEX Position: Q2 2025 in Review

Donald L. Hagan LLC sold out of Terex (TEX) in Q2 2025, closing a stake of 25,599 shares — an estimated $967K sold.

Donald L. Hagan LLC first reported a position in TEX in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2024. 326 funds tracked by Wall St. Rank hold TEX as of Q2 2025.

  • Donald L. Hagan LLC reported no remaining Terex position as of Q2 2025 after selling out during the quarter.
  • Donald L. Hagan LLC sold 25,599 Terex shares in Q2 2025, an estimated $967K.
  • Donald L. Hagan LLC first reported a position in Terex in Q4 2024 and held it in 2 quarters.
  • Donald L. Hagan LLC's Terex position peaked at $1.18M in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Terex as of Q2 2025.

Based on Donald L. Hagan LLC's 13F filing for Q2 2025, filed 18 Jul 2025.