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Dorsey Wright & Associates’s Terex TEX Stock Holding History

Dorsey Wright & 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
2024
Q3 		– Sell
-61,309
Closed -$3.36M – 146
2024
Q2 		$3.36M Buy
61,309
+186
+0.3% +$11K 0.87% 39
2024
Q1 		$3.94M Sell
61,123
-2,718
-4% -$159K 1.03% 29
2023
Q4 		$3.67M Sell
63,841
-29,942
-32% -$1.55M 1.12% 27
2023
Q3 		$5.4M Buy
93,783
+206
+0.2% +$12.3K 1.68% 8
2023
Q2 		$5.6M Sell
93,577
-1,833
-2% -$90.9K 1.69% 5
2023
Q1 		$4.62M Buy
+95,410
New +$4.88M 1.4% 14

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dorsey Wright & Associates's TEX Position: Q3 2024 in Review

Dorsey Wright & Associates sold out of Terex (TEX) in Q3 2024, closing a stake of 61,309 shares — an estimated $3.36M sold.

Dorsey Wright & Associates first reported a position in TEX in Q1 2023 and held it in 6 quarters. The position peaked at $5.6M in Q2 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Dorsey Wright & Associates reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Dorsey Wright & Associates sold 61,309 Terex shares in Q3 2024, an estimated $3.36M.
  • Dorsey Wright & Associates first reported a position in Terex in Q1 2023 and held it in 6 quarters.
  • Dorsey Wright & Associates's Terex position peaked at $5.6M in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Dorsey Wright & Associates's 13F filing for Q3 2024, filed 15 Nov 2024.