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Financial Management Professionals’s Terex TEX Stock Holding History

Financial Management Professionals’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
2023
Q4 		– Sell
-259
Closed -$15K – 1049
2023
Q3 		$15K Buy
+259
New +$15.4K ﹤0.01% 428
2022
Q2 		– Sell
-18
Closed -$1K – 1128
2022
Q1 		$1K Buy
+18
New +$745 ﹤0.01% 963
2021
Q4 		– Sell
-11
Closed – – 1087
2021
Q3 		$0 Buy
+11
New +$521 ﹤0.01% 1047

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Financial Management Professionals's TEX Position: Q4 2023 in Review

Financial Management Professionals sold out of Terex (TEX) in Q4 2023, closing a stake of 259 shares — an estimated $15K sold.

Financial Management Professionals first reported a position in TEX in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Financial Management Professionals reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Financial Management Professionals sold 259 Terex shares in Q4 2023, an estimated $15K.
  • Financial Management Professionals first reported a position in Terex in Q3 2021 and held it in 3 quarters.
  • Financial Management Professionals's Terex position peaked at $15K in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.