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GW&K Investment Management’s Terex TEX Stock Holding History

GW&K 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
2025
Q1 		– Sell
-986
Closed -$45K – 1035
2024
Q4 		$45K Sell
986
-245
-20% -$12.8K ﹤0.01% 490
2024
Q3 		$65K Sell
1,231
-226
-16% -$12.5K ﹤0.01% 436
2024
Q2 		$80K Sell
1,457
-392,005
-100% -$23.3M ﹤0.01% 400
2024
Q1 		$25.3M Sell
393,462
-222,031
-36% -$13M 0.22% 172
2023
Q4 		$35.4M Sell
615,493
-201,313
-25% -$10.4M 0.33% 128
2023
Q3 		$47.1M Buy
816,806
+7,681
+0.9% +$458K 0.47% 77
2023
Q2 		$48.4M Sell
809,125
-10,181
-1% -$505K 0.46% 86
2023
Q1 		$39.6M Buy
819,306
+3,807
+0.5% +$195K 0.38% 113
2022
Q4 		$34.8M Sell
815,499
-4,502
-0.5% -$181K 0.35% 127
2022
Q3 		$24.4M Sell
820,001
-36,818
-4% -$1.2M 0.27% 151
2022
Q2 		$23.5M Buy
856,819
+5,194
+0.6% +$173K 0.25% 162
2022
Q1 		$30.4M Buy
851,625
+278,432
+49% +$11.5M 0.27% 158
2021
Q4 		$25.2M Buy
573,193
+486,568
+562% +$21.8M 0.21% 175
2021
Q3 		$3.65M Buy
+86,625
New +$4.1M 0.03% 292

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

GW&K Investment Management's TEX Position: Q1 2025 in Review

GW&K Investment Management sold out of Terex (TEX) in Q1 2025, closing a stake of 986 shares — an estimated $45K sold.

GW&K Investment Management first reported a position in TEX in Q3 2021 and held it in 14 quarters. The position peaked at $48.4M in Q2 2023. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • GW&K Investment Management reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • GW&K Investment Management sold 986 Terex shares in Q1 2025, an estimated $45K.
  • GW&K Investment Management first reported a position in Terex in Q3 2021 and held it in 14 quarters.
  • GW&K Investment Management's Terex position peaked at $48.4M in Q2 2023.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on GW&K Investment Management's 13F filing for Q1 2025, filed 5 May 2025.