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TEX icon

Greenwood Gearhart’s Terex TEX Stock Holding History

Greenwood Gearhart’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
2016
Q1 		– Sell
-92,963
Closed -$1.72M – 52
2015
Q4 		$1.72M Sell
92,963
-14,263
-13% -$282K 0.77% 48
2015
Q3 		$1.92M Buy
107,226
+30
+0% +$654 0.92% 47
2015
Q2 		$2.49M Buy
107,196
+3,311
+3% +$87.3K 1.11% 46
2015
Q1 		$2.76M Buy
103,885
+88,604
+580% +$2.24M 1.2% 46
2014
Q4 		$426K Sell
15,281
-1,455
-9% -$41.6K 0.19% 47
2014
Q3 		$532K Buy
16,736
+1,775
+12% +$64.9K 0.24% 50
2014
Q2 		$615K Sell
14,961
-551
-4% -$22.4K 0.3% 48
2014
Q1 		$687K Sell
15,512
-78
-0.5% -$3.28K 0.34% 52
2013
Q4 		$655K Sell
15,590
-651
-4% -$23.6K 0.34% 51
2013
Q3 		$546K Sell
16,241
-80
-0.5% -$2.42K 0.32% 51
2013
Q2 		$429K Buy
+16,321
New +$504K 0.26% 51

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenwood Gearhart's TEX Position: Q1 2016 in Review

Greenwood Gearhart sold out of Terex (TEX) in Q1 2016, closing a stake of 92,963 shares — an estimated $1.72M sold.

Greenwood Gearhart first reported a position in TEX in Q2 2013 and held it in 11 quarters. The position peaked at $2.76M in Q1 2015. 272 funds tracked by Wall St. Rank hold TEX as of Q1 2016.

  • Greenwood Gearhart reported no remaining Terex position as of Q1 2016 after selling out during the quarter.
  • Greenwood Gearhart sold 92,963 Terex shares in Q1 2016, an estimated $1.72M.
  • Greenwood Gearhart first reported a position in Terex in Q2 2013 and held it in 11 quarters.
  • Greenwood Gearhart's Terex position peaked at $2.76M in Q1 2015.
  • 272 funds tracked by Wall St. Rank held Terex as of Q1 2016.

Based on Greenwood Gearhart's 13F filing for Q1 2016, filed 12 May 2016.