GLA
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Great Lakes Advisors’s Terex TEX Stock Holding History

Great Lakes Advisors’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
2026
Q1 		$6.69M Buy
113,128
+58,499
+107% +$3.62M 0.06% 185
2025
Q4 		$2.92M Buy
54,629
+3,211
+6% +$162K 0.02% 349
2025
Q3 		$2.64M Sell
51,418
-3,753
-7% -$191K 0.02% 383
2025
Q2 		$2.58M Sell
55,171
-1,827
-3% -$76.4K 0.02% 404
2025
Q1 		$2.15M Sell
56,998
-12,043
-17% -$526K 0.02% 423
2024
Q4 		$3.19M Sell
69,041
-10,717
-13% -$559K 0.03% 415
2024
Q3 		$4.22M Sell
79,758
-123,765
-61% -$6.84M 0.04% 376
2024
Q2 		$11.2M Sell
203,523
-14,294
-7% -$848K 0.1% 189
2024
Q1 		$14M Buy
217,817
+3,924
+2% +$230K 0.12% 169
2023
Q4 		$12.3M Buy
213,893
+83,908
+65% +$4.34M 0.12% 182
2023
Q3 		$7.49M Sell
129,985
-1,283
-1% -$76.5K 0.07% 241
2023
Q2 		$7.85M Buy
131,268
+2,437
+2% +$121K 0.08% 238
2023
Q1 		$6.23M Sell
128,831
-6,188
-5% -$316K 0.06% 318
2022
Q4 		$5.77M Sell
135,019
-78
-0.1% -$3.14K 0.33% 100
2022
Q3 		$4.02M Sell
135,097
-1,883
-1% -$61.6K 0.09% 248
2022
Q2 		$3.75M Buy
+136,980
New +$4.56M 0.07% 272

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return