$TEX icon$

Jay A. Fishman Ltd’s Terex TEX Stock Holding History

Jay A. Fishman Ltd’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
2018 Q4	–	Sell	-7,000	Closed	-$279K	–	87
2018 Q3	$279K	Hold	7,000	–	–	0.05%	79
2018 Q2	$295K	Buy	7,000 +500	+8%	+$19.8K	0.06%	78
2018 Q1	$243K	Sell	6,500 -700	-10%	-$30.4K	0.05%	82
2017 Q4	$347K	Hold	7,200	–	–	0.07%	75
2017 Q3	$324K	Hold	7,200	–	–	0.07%	77
2017 Q2	$270K	Hold	7,200	–	–	0.06%	81
2017 Q1	$226K	Sell	7,200 -3,800	-35%	-$119K	0.05%	88
2016 Q4	$347K	Buy	11,000 +500	+5%	+$13.9K	0.09%	78
2016 Q3	$267K	Hold	10,500	–	–	0.07%	78
2016 Q2	$213K	Buy	10,500 +500	+5%	+$11.4K	0.05%	81
2016 Q1	$249K	Buy	+10,000	New	+$209K	0.06%	79
2015 Q3	–	Sell	-34,666	Closed	-$806K	–	96
2015 Q2	$806K	Hold	34,666	–	–	0.17%	60
2015 Q1	$922K	Sell	34,666 -28,725	-45%	-$726K	0.19%	61
2014 Q4	$1.77M	Sell	63,391 -2,700	-4%	-$77.2K	0.39%	45
2014 Q3	$2.1M	Sell	66,091 -3,300	-5%	-$121K	0.46%	40
2014 Q2	$2.85M	Hold	69,391	–	–	0.61%	33
2014 Q1	$3.07M	Hold	69,391	–	–	0.69%	34
2013 Q4	$2.91M	Buy	69,391 +5,100	+8%	+$185K	0.65%	34
2013 Q3	$2.16M	Sell	64,291 -19,234	-23%	-$583K	0.54%	41
2013 Q2	$2.2M	Buy	+83,525	New	+$2.58M	0.57%	39

Other funds holding TEX

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

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

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Dimensional Fund Advisors

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

Pzena Investment Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management

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