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Howe & Rusling’s Terex TEX Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-200
Closed -$6K – 958
2022
Q3 		$6K Buy
+200
New +$6.54K ﹤0.01% 637
2017
Q3 		– Sell
-287
Closed -$11K – 964
2017
Q2 		$11K Hold
287
– – ﹤0.01% 467
2017
Q1 		$9K Sell
287
-47
-14% -$1.48K ﹤0.01% 538
2016
Q4 		$11K Sell
334
-55
-14% -$1.52K ﹤0.01% 482
2016
Q3 		$10K Sell
389
-230
-37% -$5.36K ﹤0.01% 521
2016
Q2 		$13K Buy
619
+4
+0.7% +$91 ﹤0.01% 437
2016
Q1 		$15K Sell
615
-39
-6% -$816 ﹤0.01% 454
2015
Q4 		$12K Hold
654
– – ﹤0.01% 467
2015
Q3 		$12K Buy
654
+47
+8% +$1.02K ﹤0.01% 471
2015
Q2 		$14K Hold
607
– – ﹤0.01% 466
2015
Q1 		$16K Buy
607
+41
+7% +$1.04K ﹤0.01% 430
2014
Q4 		$16K Hold
566
– – ﹤0.01% 433
2014
Q3 		$18K Sell
566
-33
-6% -$1.21K ﹤0.01% 405
2014
Q2 		$25K Sell
599
-52
-8% -$2.11K 0.01% 362
2014
Q1 		$29K Sell
651
-42
-6% -$1.76K 0.01% 402
2013
Q4 		$29K Hold
693
– – 0.01% 359
2013
Q3 		$24K Buy
693
+10
+1% +$303 0.01% 447
2013
Q2 		$18K Buy
+683
New +$21.1K 0.01% 510

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Howe & Rusling's TEX Position: Q4 2022 in Review

Howe & Rusling sold out of Terex (TEX) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

Howe & Rusling first reported a position in TEX in Q2 2013 and held it in 18 quarters. The position peaked at $29K in Q1 2014. 311 funds tracked by Wall St. Rank hold TEX as of Q4 2022.

  • Howe & Rusling reported no remaining Terex position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 200 Terex shares in Q4 2022, an estimated $6K.
  • Howe & Rusling first reported a position in Terex in Q2 2013 and held it in 18 quarters.
  • Howe & Rusling's Terex position peaked at $29K in Q1 2014.
  • 311 funds tracked by Wall St. Rank held Terex as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.