EI
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Ellevest Inc’s Terex TEX Stock Holding History

Ellevest Inc’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
2022
Q2 		– Sell
-412
Closed -$15K – 1683
2022
Q1 		$15K Buy
412
+360
+692% +$14.9K ﹤0.01% 802
2021
Q4 		$2K Sell
52
-23
-31% -$1.03K ﹤0.01% 1201
2021
Q3 		$3K Buy
75
+24
+47% +$1.14K ﹤0.01% 1083
2021
Q2 		$2K Hold
51
– – ﹤0.01% 1072
2021
Q1 		$2K Hold
51
– – ﹤0.01% 1089
2020
Q4 		$2K Buy
+51
New +$1.51K ﹤0.01% 1000

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ellevest Inc's TEX Position: Q2 2022 in Review

Ellevest Inc sold out of Terex (TEX) in Q2 2022, closing a stake of 412 shares — an estimated $15K sold.

Ellevest Inc first reported a position in TEX in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 261 funds tracked by Wall St. Rank hold TEX as of Q2 2022.

  • Ellevest Inc reported no remaining Terex position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 412 Terex shares in Q2 2022, an estimated $15K.
  • Ellevest Inc first reported a position in Terex in Q4 2020 and held it in 6 quarters.
  • Ellevest Inc's Terex position peaked at $15K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Terex as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.