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TEX icon

Inspire Investing’s Terex TEX Stock Holding History

Inspire Investing’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
-6,664
Closed -$383K – 868
2023
Q4 		$383K Buy
6,664
+1,358
+26% +$70.2K 0.04% 654
2023
Q3 		$306K Buy
5,306
+81
+2% +$4.83K 0.04% 692
2023
Q2 		$313K Sell
5,225
-406
-7% -$20.1K 0.04% 721
2023
Q1 		$272K Buy
5,631
+129
+2% +$6.6K 0.03% 663
2022
Q4 		$235K Sell
5,502
-1,436
-21% -$57.8K 0.03% 631
2022
Q3 		$206K Sell
6,938
-823
-11% -$26.9K 0.03% 668
2022
Q2 		$212K Buy
7,761
+1,191
+18% +$39.7K 0.03% 587
2022
Q1 		$234K Buy
6,570
+890
+16% +$36.8K 0.03% 724
2021
Q4 		$250K Buy
5,680
+268
+5% +$12K 0.03% 467
2021
Q3 		$228K Buy
+5,412
New +$256K 0.03% 646
2021
Q1 		– Sell
-9,114
Closed -$318K – 719
2020
Q4 		$318K Buy
+9,114
New +$269K 0.07% 414
2018
Q1 		– Sell
-1,279
Closed -$62K – 645
2017
Q4 		$62K Buy
+1,279
New +$58.9K 0.05% 267

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Inspire Investing's TEX Position: Q1 2024 in Review

Inspire Investing sold out of Terex (TEX) in Q1 2024, closing a stake of 6,664 shares — an estimated $383K sold.

Inspire Investing first reported a position in TEX in Q4 2017 and held it in 12 quarters. The position peaked at $383K in Q4 2023. 389 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Inspire Investing reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 6,664 Terex shares in Q1 2024, an estimated $383K.
  • Inspire Investing first reported a position in Terex in Q4 2017 and held it in 12 quarters.
  • Inspire Investing's Terex position peaked at $383K in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.