GC
TEX icon

Globeflex Capital’s Terex TEX Stock Holding History

Globeflex 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
2024
Q4 		– Sell
-44,547
Closed -$2.36M – 502
2024
Q3 		$2.36M Sell
44,547
-19,716
-31% -$1.09M 0.23% 102
2024
Q2 		$3.52M Hold
64,263
– – 0.37% 66
2024
Q1 		$4.14M Hold
64,263
– – 0.4% 56
2023
Q4 		$3.69M Buy
64,263
+25,205
+65% +$1.3M 0.38% 66
2023
Q3 		$2.25M Buy
39,058
+2,600
+7% +$155K 0.26% 101
2023
Q2 		$2.18M Buy
36,458
+26,576
+269% +$1.32M 0.24% 108
2023
Q1 		$478K Buy
9,882
+9,852
+32,840% +$504K 0.06% 258
2022
Q4 		$1.28K Hold
30
– – ﹤0.01% 471
2022
Q3 		$1K Buy
+30
New +$981 ﹤0.01% 489
2014
Q3 		– Sell
-65
Closed -$2K – 654
2014
Q2 		$2K Sell
65
-16
-20% -$650 ﹤0.01% 465
2014
Q1 		$3K Hold
81
– – ﹤0.01% 414
2013
Q4 		$3K Hold
81
– – ﹤0.01% 418
2013
Q3 		$2K Hold
81
– – ﹤0.01% 448
2013
Q2 		$2K Buy
+81
New +$2.5K ﹤0.01% 442

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Globeflex Capital's TEX Position: Q4 2024 in Review

Globeflex Capital sold out of Terex (TEX) in Q4 2024, closing a stake of 44,547 shares — an estimated $2.36M sold.

Globeflex Capital first reported a position in TEX in Q2 2013 and held it in 14 quarters. The position peaked at $4.14M in Q1 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Globeflex Capital reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Globeflex Capital sold 44,547 Terex shares in Q4 2024, an estimated $2.36M.
  • Globeflex Capital first reported a position in Terex in Q2 2013 and held it in 14 quarters.
  • Globeflex Capital's Terex position peaked at $4.14M in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.