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Horizon Investment Services’s Terex TEX Stock Holding History

Horizon Investment Services’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
2024
Q1 		– Sell
-14,267
Closed -$820K – 125
2023
Q4 		$820K Sell
14,267
-5,836
-29% -$302K 0.44% 60
2023
Q3 		$1.16M Buy
20,103
+2,647
+15% +$158K 0.7% 48
2023
Q2 		$1.04M Buy
17,456
+883
+5% +$43.8K 0.64% 45
2023
Q1 		$802K Buy
+16,573
New +$847K 0.51% 54

Other funds holding TEX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Horizon Investment Services's TEX Position: Q1 2024 in Review

Horizon Investment Services sold out of Terex (TEX) in Q1 2024, closing a stake of 14,267 shares — an estimated $820K sold.

Horizon Investment Services first reported a position in TEX in Q1 2023 and held it in 4 quarters. The position peaked at $1.16M in Q3 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Horizon Investment Services reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Horizon Investment Services sold 14,267 Terex shares in Q1 2024, an estimated $820K.
  • Horizon Investment Services first reported a position in Terex in Q1 2023 and held it in 4 quarters.
  • Horizon Investment Services's Terex position peaked at $1.16M in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Horizon Investment Services's 13F filing for Q1 2024, filed 7 May 2024.