$TEX icon$

FORA Capital’s Terex TEX Stock Holding History

FORA Capital’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 Q1	–	Sell	-6,751	Closed	-$288K	–	692
2022 Q4	$288K	Buy	+6,751	New	+$272K	0.05%	370
2020 Q2	–	Sell	-3,675	Closed	-$53K	–	1300
2020 Q1	$53K	Buy	+3,675	New	+$83.2K	0.01%	760

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FORA Capital's TEX Position: Q1 2023 in Review

FORA Capital sold out of Terex (TEX) in Q1 2023, closing a stake of 6,751 shares — an estimated $288K sold.

FORA Capital first reported a position in TEX in Q1 2020 and held it in 2 quarters. The position peaked at $288K in Q4 2022. 358 funds tracked by Wall St. Rank hold TEX as of Q1 2023.

FORA Capital reported no remaining Terex position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 6,751 Terex shares in Q1 2023, an estimated $288K.
FORA Capital first reported a position in Terex in Q1 2020 and held it in 2 quarters.
FORA Capital's Terex position peaked at $288K in Q4 2022.
358 funds tracked by Wall St. Rank held Terex as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.