JCA
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Jade Capital Advisors’s Terex TEX Stock Holding History

Jade Capital 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
2024
Q1 		– Sell
-10,000
Closed -$575K – 97
2023
Q4 		$575K Buy
+10,000
New +$517K 0.34% 67
2023
Q1 		– Sell
-5,000
Closed -$214K – 75
2022
Q4 		$214K Buy
+5,000
New +$201K 0.62% 39
2021
Q2 		– Sell
-60,000
Closed -$2.76M – 91
2021
Q1 		$2.76M Buy
+60,000
New +$2.46M 1.1% 33

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

Jade Capital Advisors's TEX Position: Q1 2024 in Review

Jade Capital Advisors sold out of Terex (TEX) in Q1 2024, closing a stake of 10,000 shares — an estimated $575K sold.

Jade Capital Advisors first reported a position in TEX in Q1 2021 and held it in 3 quarters. The position peaked at $2.76M in Q1 2021. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Jade Capital Advisors reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Jade Capital Advisors sold 10,000 Terex shares in Q1 2024, an estimated $575K.
  • Jade Capital Advisors first reported a position in Terex in Q1 2021 and held it in 3 quarters.
  • Jade Capital Advisors's Terex position peaked at $2.76M in Q1 2021.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Jade Capital Advisors's 13F filing for Q1 2024, filed 10 May 2024.