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James Investment Research’s Terex TEX Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-19,920
Closed -$640K – 784
2019
Q1 		$640K Buy
+19,920
New +$632K 0.04% 412
2018
Q3 		– Sell
-48,290
Closed -$2.04M – 858
2018
Q2 		$2.04M Buy
+48,290
New +$1.92M 0.08% 344

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

James Investment Research's TEX Position: Q2 2019 in Review

James Investment Research sold out of Terex (TEX) in Q2 2019, closing a stake of 19,920 shares — an estimated $640K sold.

James Investment Research first reported a position in TEX in Q2 2018 and held it in 2 quarters. The position peaked at $2.04M in Q2 2018. 251 funds tracked by Wall St. Rank hold TEX as of Q2 2019.

  • James Investment Research reported no remaining Terex position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 19,920 Terex shares in Q2 2019, an estimated $640K.
  • James Investment Research first reported a position in Terex in Q2 2018 and held it in 2 quarters.
  • James Investment Research's Terex position peaked at $2.04M in Q2 2018.
  • 251 funds tracked by Wall St. Rank held Terex as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.