GI
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Gradient Investments’s Terex TEX Stock Holding History

Gradient Investments’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
Q3 		– Sell
-20
Closed -$1.1K – 1183
2024
Q2 		$1.1K Hold
20
– – ﹤0.01% 1065
2024
Q1 		$1.29K Buy
20
+18
+900% +$1.06K ﹤0.01% 877
2023
Q4 		$115 Hold
2
– – ﹤0.01% 1733
2023
Q3 		$115 Hold
2
– – ﹤0.01% 1707
2023
Q2 		$120 Sell
2
-6
-75% -$298 ﹤0.01% 1676
2023
Q1 		$387 Buy
8
+2
+33% +$102 ﹤0.01% 1311
2022
Q4 		$256 Hold
6
– – ﹤0.01% 1351
2022
Q3 		$0 Buy
+6
New +$196 ﹤0.01% 1536

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Gradient Investments's TEX Position: Q3 2024 in Review

Gradient Investments sold out of Terex (TEX) in Q3 2024, closing a stake of 20 shares — an estimated $1.1K sold.

Gradient Investments first reported a position in TEX in Q3 2022 and held it in 8 quarters. The position peaked at $1.29K in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Gradient Investments reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 20 Terex shares in Q3 2024, an estimated $1.1K.
  • Gradient Investments first reported a position in Terex in Q3 2022 and held it in 8 quarters.
  • Gradient Investments's Terex position peaked at $1.29K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.