$TEX icon$

Easterly Investment Partners’s Terex TEX Stock Holding History

Easterly Investment Partners’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
2026 Q1	$1.21M	Sell	20,974 -10,514	-33%	-$651K	0.09%	110
2025 Q4	$1.68M	Sell	31,488 -708	-2%	-$35.8K	0.1%	130
2025 Q3	$1.65M	Hold	32,196	–	–	0.11%	129
2025 Q2	$1.5M	Sell	32,196 -1,490	-4%	-$62.3K	0.11%	127
2025 Q1	$1.27M	Buy	33,686 +10,000	+42%	+$437K	0.11%	127
2024 Q4	$1.09M	Sell	23,686 -8,804	-27%	-$459K	0.09%	142
2024 Q3	$1.72M	Buy	32,490 +5,123	+19%	+$283K	0.14%	130
2024 Q2	$1.5M	Sell	27,367 -12,061	-31%	-$715K	0.13%	128
2024 Q1	$2.54M	Sell	39,428 -52	-0.1%	-$3.05K	0.19%	108
2023 Q4	$2.27M	Hold	39,480	–	–	0.24%	94
2023 Q3	$2.27M	Sell	39,480 -22,305	-36%	-$1.33M	0.25%	91
2023 Q2	$3.7M	Buy	61,785 +11,289	+22%	+$560K	0.33%	84
2023 Q1	$2.44M	Sell	50,496 -1,500	-3%	-$76.7K	0.22%	101
2022 Q4	$2.22M	Hold	51,996	–	–	0.19%	100
2022 Q3	$1.55M	Hold	51,996	–	–	0.15%	116
2022 Q2	$1.42M	Buy	+51,996	New	+$1.73M	0.13%	120

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return