JG
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Jefferies Group’s Terex TEX Stock Holding History

Jefferies Group’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
Q3 		– Sell
-14,000
Closed -$440K – 3041
2019
Q2 		$440K Buy
+14,000
New +$430K ﹤0.01% 1728
2017
Q3 		– Sell
-112,500
Closed -$4.22M – 2613
2017
Q2 		$4.22M Buy
+112,500
New +$3.81M 0.03% 612
2016
Q2 		– Sell
-631,800
Closed -$15.7M – 2437
2016
Q1 		$15.7M Buy
631,800
+394,500
+166% +$8.26M 0.09% 165
2015
Q4 		$4.38M Hold
237,300
– – 0.02% 531
2015
Q3 		$4.26M Buy
237,300
+115,300
+95% +$2.51M 0.02% 562
2015
Q2 		$2.84M Buy
+122,000
New +$3.22M 0.01% 754
2013
Q4 		– Sell
-182,600
Closed -$6.13M – 2213
2013
Q3 		$6.13M Buy
+182,600
New +$5.53M 0.06% 279

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Group's TEX Position: Q4 2021 in Review

Jefferies Group sold out of Terex (TEX) in Q4 2021, closing a stake of 6,024 shares — an estimated $254K sold.

Jefferies Group first reported a position in TEX in Q2 2013 and held it in 11 quarters. The position peaked at $2.55M in Q1 2016. 283 funds tracked by Wall St. Rank hold TEX as of Q4 2021.

  • Jefferies Group reported no remaining Terex position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 6,024 Terex shares in Q4 2021, an estimated $254K.
  • Jefferies Group first reported a position in Terex in Q2 2013 and held it in 11 quarters.
  • Jefferies Group's Terex position peaked at $2.55M in Q1 2016.
  • 283 funds tracked by Wall St. Rank held Terex as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.