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Kelly Financial Services’s Terex TEX Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-8
Closed -$439 – 685
2024
Q2 		$439 Hold
8
– – ﹤0.01% 716
2024
Q1 		$515 Sell
8
-2
-20% -$117 ﹤0.01% 719
2023
Q4 		$575 Sell
10
-2
-17% -$103 ﹤0.01% 689
2023
Q3 		$691 Hold
12
– – ﹤0.01% 662
2023
Q2 		$718 Buy
12
+1
+9% +$50 ﹤0.01% 629
2023
Q1 		$532 Hold
11
– – ﹤0.01% 627
2022
Q4 		$470 Buy
11
+4
+57% +$161 ﹤0.01% 608
2022
Q3 		$208 Hold
7
– – ﹤0.01% 651
2022
Q2 		$192 Hold
7
– – ﹤0.01% 645
2022
Q1 		$250 Hold
7
– – ﹤0.01% 634
2021
Q4 		$308 Hold
7
– – ﹤0.01% 646
2021
Q3 		$295 Buy
+7
New +$331 ﹤0.01% 618

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return