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Droms Strauss Advisors’s Terex TEX Stock Holding History

Droms Strauss 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
2020
Q4 		– Sell
-37,759
Closed -$731K – 51
2020
Q3 		$731K Hold
37,759
– – 0.43% 25
2020
Q2 		$709K Hold
37,759
– – 0.49% 21
2020
Q1 		$542K Hold
37,759
– – 0.45% 26
2019
Q4 		$1.12M Sell
37,759
-37,049
-50% -$1.04M 0.83% 18
2019
Q3 		$1.94M Buy
+74,808
New +$2.06M 1.56% 11

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $3.37T AUM 44.26% 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

Droms Strauss Advisors's TEX Position: Q4 2020 in Review

Droms Strauss Advisors sold out of Terex (TEX) in Q4 2020, closing a stake of 37,759 shares — an estimated $731K sold.

Droms Strauss Advisors first reported a position in TEX in Q3 2019 and held it in 5 quarters. The position peaked at $1.94M in Q3 2019. 242 funds tracked by Wall St. Rank hold TEX as of Q4 2020.

  • Droms Strauss Advisors reported no remaining Terex position as of Q4 2020 after selling out during the quarter.
  • Droms Strauss Advisors sold 37,759 Terex shares in Q4 2020, an estimated $731K.
  • Droms Strauss Advisors first reported a position in Terex in Q3 2019 and held it in 5 quarters.
  • Droms Strauss Advisors's Terex position peaked at $1.94M in Q3 2019.
  • 242 funds tracked by Wall St. Rank held Terex as of Q4 2020.

Based on Droms Strauss Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.