$TEX icon$

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 Q4	–	Sell	-25,000	Closed	-$649K	–	2986
2019 Q3	$649K	Buy	+25,000	New	+$687K	0.01%	1747

Other funds holding TEX

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.