$TEX icon$

Itau Unibanco Holding S.A.’s Terex TEX Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q2	–	Sell	-1,635	Closed	-$79.1K	–	612
2023 Q1	$79.1K	Buy	+1,635	New	+$83.6K	﹤0.01%	280
2022 Q3	–	Sell	-3,738	Closed	-$102K	–	626
2022 Q2	$102K	Buy	+3,738	New	+$124K	﹤0.01%	283
2018 Q4	–	Sell	-2,817	Closed	-$112K	–	675
2018 Q3	$112K	Buy	2,817 +1,156	+70%	+$47K	0.01%	454
2018 Q2	$70K	Buy	1,661 +2	+0.1%	+$79	0.01%	591
2018 Q1	$62K	Buy	+1,659	New	+$72K	﹤0.01%	463
2017 Q4	–	Sell	-2,806	Closed	-$400K	–	631
2017 Q3	$400K	Buy	+2,806	New	+$111K	0.03%	331
2017 Q2	–	Sell	-70	Closed	-$2K	–	746
2017 Q1	$2K	Buy	+70	New	+$2.2K	﹤0.01%	691

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Itau Unibanco Holding S.A.'s TEX Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Terex (TEX) in Q2 2023, closing a stake of 1,635 shares — an estimated $79.1K sold.

Itau Unibanco Holding S.A. first reported a position in TEX in Q1 2017 and held it in 7 quarters. The position peaked at $400K in Q3 2017. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,635 Terex shares in Q2 2023, an estimated $79.1K.
Itau Unibanco Holding S.A. first reported a position in Terex in Q1 2017 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Terex position peaked at $400K in Q3 2017.
382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.