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Hellman Jordan Management Company’s Terex TEX Stock Holding History

Hellman Jordan Management Company’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
2014
Q4 		– Sell
-234,019
Closed -$7.43M – 58
2014
Q3 		$7.43M Buy
234,019
+9,340
+4% +$341K 1.41% 35
2014
Q2 		$9.23M Sell
224,679
-91,154
-29% -$3.71M 1.85% 29
2014
Q1 		$14M Buy
315,833
+206,188
+188% +$8.66M 2.95% 8
2013
Q4 		$4.6M Buy
+109,645
New +$3.97M 2.91% 5

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hellman Jordan Management Company's TEX Position: Q4 2014 in Review

Hellman Jordan Management Company sold out of Terex (TEX) in Q4 2014, closing a stake of 234,019 shares — an estimated $7.43M sold.

Hellman Jordan Management Company first reported a position in TEX in Q4 2013 and held it in 4 quarters. The position peaked at $14M in Q1 2014. 303 funds tracked by Wall St. Rank hold TEX as of Q4 2014.

  • Hellman Jordan Management Company reported no remaining Terex position as of Q4 2014 after selling out during the quarter.
  • Hellman Jordan Management Company sold 234,019 Terex shares in Q4 2014, an estimated $7.43M.
  • Hellman Jordan Management Company first reported a position in Terex in Q4 2013 and held it in 4 quarters.
  • Hellman Jordan Management Company's Terex position peaked at $14M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Terex as of Q4 2014.

Based on Hellman Jordan Management Company's 13F filing for Q4 2014, filed 30 Jan 2015.