$TEX icon$

Jupiter Investment Management’s Terex TEX Stock Holding History

Jupiter Investment Management’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
2020 Q2	$420K	Buy	+22,398	New	+$356K	0.01%	334
2018 Q4	–	Sell	-1,529,116	Closed	-$61M	–	439
2018 Q3	$61M	Buy	1,529,116 +1,322,504	+640%	+$53.8M	0.42%	75
2018 Q2	$8.72M	Buy	+206,612	New	+$8.2M	0.06%	171
2018 Q1	–	Sell	-8,898	Closed	-$429K	–	440
2017 Q4	$429K	Sell	8,898 -224,493	-96%	-$10.3M	﹤0.01%	295
2017 Q3	$10.5M	Buy	233,391 +151,207	+184%	+$5.98M	0.11%	133
2017 Q2	$3.08M	Buy	+82,184	New	+$2.78M	0.04%	202
2014 Q2	–	Sell	-64,300	Closed	-$2.85M	–	406
2014 Q1	$2.85M	Buy	+64,300	New	+$2.7M	0.19%	142
2013 Q3	–	Sell	-40,831	Closed	-$1.07M	–	320
2013 Q2	$1.07M	Buy	+40,831	New	+$1.26M	0.13%	185

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jupiter Investment Management's TEX Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Terex (TEX) in Q2 2020: 22,398 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in TEX as recently as Q3 2018.

Jupiter Investment Management first reported a position in TEX in Q2 2013 and has held it in 8 quarters since. The position peaked at $61M in Q3 2018. 214 funds tracked by Wall St. Rank hold TEX as of Q2 2020.

Jupiter Investment Management held 22,398 shares of Terex worth $420K as of Q2 2020.
Terex was a new Jupiter Investment Management position in Q2 2020.
Terex made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #334 holding.
Jupiter Investment Management first reported a position in Terex in Q2 2013 and has held it in 8 quarters since.
Jupiter Investment Management's Terex position peaked at $61M in Q3 2018.
214 funds tracked by Wall St. Rank held Terex as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.