EP
TEX icon

Edinburgh Partners’s Terex TEX Stock Holding History

Edinburgh 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
2015
Q3 		– Sell
-206,773
Closed -$4.78M – 36
2015
Q2 		$4.78M Hold
206,773
– – 0.53% 11
2015
Q1 		$5.41M Hold
206,773
– – 0.63% 10
2014
Q4 		$5.88M Buy
206,773
+50,416
+32% +$1.44M 0.64% 8
2014
Q3 		$4.89M Buy
156,357
+6,316
+4% +$231K 0.52% 8
2014
Q2 		$6.24M Sell
150,041
-14,280
-9% -$581K 0.62% 8
2014
Q1 		$7.28M Sell
164,321
-40,694
-20% -$1.71M 0.62% 9
2013
Q4 		$8.61M Sell
205,015
-329
-0.2% -$11.9K 0.68% 10
2013
Q3 		$6.9M Buy
+205,344
New +$6.22M 0.53% 11

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Edinburgh Partners's TEX Position: Q3 2015 in Review

Edinburgh Partners sold out of Terex (TEX) in Q3 2015, closing a stake of 206,773 shares — an estimated $4.78M sold.

Edinburgh Partners first reported a position in TEX in Q3 2013 and held it in 8 quarters. The position peaked at $8.61M in Q4 2013. 257 funds tracked by Wall St. Rank hold TEX as of Q3 2015.

  • Edinburgh Partners reported no remaining Terex position as of Q3 2015 after selling out during the quarter.
  • Edinburgh Partners sold 206,773 Terex shares in Q3 2015, an estimated $4.78M.
  • Edinburgh Partners first reported a position in Terex in Q3 2013 and held it in 8 quarters.
  • Edinburgh Partners's Terex position peaked at $8.61M in Q4 2013.
  • 257 funds tracked by Wall St. Rank held Terex as of Q3 2015.

Based on Edinburgh Partners's 13F filing for Q3 2015, filed 8 Oct 2015.