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Jackson Creek Investment Advisors’s Terex TEX Stock Holding History

Jackson Creek Investment Advisors’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
Q4 		– Sell
-18,694
Closed -$1.08M – 362
2023
Q3 		$1.08M Buy
18,694
+1,741
+10% +$104K 0.45% 46
2023
Q2 		$1.01M Buy
16,953
+547
+3% +$27.1K 0.41% 75
2023
Q1 		$794K Sell
16,406
-7,357
-31% -$376K 0.33% 166
2022
Q4 		$1.01M Buy
+23,763
New +$957K 0.45% 44
2021
Q4 		– Sell
-22,754
Closed -$958K – 352
2021
Q3 		$958K Buy
+22,754
New +$1.08M 0.36% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Jackson Creek Investment Advisors's TEX Position: Q4 2023 in Review

Jackson Creek Investment Advisors sold out of Terex (TEX) in Q4 2023, closing a stake of 18,694 shares — an estimated $1.08M sold.

Jackson Creek Investment Advisors first reported a position in TEX in Q3 2021 and held it in 5 quarters. The position peaked at $1.08M in Q3 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Jackson Creek Investment Advisors reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 18,694 Terex shares in Q4 2023, an estimated $1.08M.
  • Jackson Creek Investment Advisors first reported a position in Terex in Q3 2021 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Terex position peaked at $1.08M in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.