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Jaffetilchin Investment Partners’s Terex TEX Stock Holding History

Jaffetilchin Investment Partners’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
2021
Q2 		– Sell
-5,582
Closed -$257K – 399
2021
Q1 		$257K Buy
+5,582
New +$229K 0.03% 297

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's TEX Position: Q2 2021 in Review

Jaffetilchin Investment Partners sold out of Terex (TEX) in Q2 2021, closing a stake of 5,582 shares — an estimated $257K sold.

Jaffetilchin Investment Partners first reported a position in TEX in Q1 2021 and held it in 1 quarter. The position peaked at $257K in Q1 2021. 267 funds tracked by Wall St. Rank hold TEX as of Q2 2021.

  • Jaffetilchin Investment Partners reported no remaining Terex position as of Q2 2021 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,582 Terex shares in Q2 2021, an estimated $257K.
  • Jaffetilchin Investment Partners first reported a position in Terex in Q1 2021 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Terex position peaked at $257K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Terex as of Q2 2021.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2021, filed 9 Aug 2021.