HI
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Helikon Investments’s Ternium TX Stock Holding History

Helikon Investments’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-69,358
Closed -$2.12M – 13
2022
Q4 		$2.12M Sell
69,358
-259,513
-79% -$7.76M 0.4% 8
2022
Q3 		$9.01M Buy
+328,871
New +$10.6M 2.64% 6
2022
Q2 		– Sell
-15,000
Closed -$685K – 5
2022
Q1 		$685K Buy
+15,000
New +$638K 0.21% 6

Other funds holding TX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 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
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Helikon Investments's TX Position: Q1 2023 in Review

Helikon Investments sold out of Ternium (TX) in Q1 2023, closing a stake of 69,358 shares — an estimated $2.12M sold.

Helikon Investments first reported a position in TX in Q1 2022 and held it in 3 quarters. The position peaked at $9.01M in Q3 2022. 147 funds tracked by Wall St. Rank hold TX as of Q1 2023.

  • Helikon Investments reported no remaining Ternium position as of Q1 2023 after selling out during the quarter.
  • Helikon Investments sold 69,358 Ternium shares in Q1 2023, an estimated $2.12M.
  • Helikon Investments first reported a position in Ternium in Q1 2022 and held it in 3 quarters.
  • Helikon Investments's Ternium position peaked at $9.01M in Q3 2022.
  • 147 funds tracked by Wall St. Rank held Ternium as of Q1 2023.

Based on Helikon Investments's 13F filing for Q1 2023, filed 9 May 2023.