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Freedom Investment Management’s Terex TEX Stock Holding History

Freedom Investment Management’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
2024
Q1 		– Sell
-8,300
Closed -$477K – 834
2023
Q4 		$477K Sell
8,300
-334
-4% -$17.3K 0.04% 446
2023
Q3 		$497K Buy
8,634
+4,951
+134% +$295K 0.06% 363
2023
Q2 		$220K Buy
+3,683
New +$183K 0.02% 632

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Freedom Investment Management's TEX Position: Q1 2024 in Review

Freedom Investment Management sold out of Terex (TEX) in Q1 2024, closing a stake of 8,300 shares — an estimated $477K sold.

Freedom Investment Management first reported a position in TEX in Q2 2023 and held it in 3 quarters. The position peaked at $497K in Q3 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Freedom Investment Management reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 8,300 Terex shares in Q1 2024, an estimated $477K.
  • Freedom Investment Management first reported a position in Terex in Q2 2023 and held it in 3 quarters.
  • Freedom Investment Management's Terex position peaked at $497K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.