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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Kelly Financial Services's TEX Position: Q3 2024 in Review

Kelly Financial Services sold out of Terex (TEX) in Q3 2024, closing a stake of 8 shares — an estimated $439 sold.

Kelly Financial Services first reported a position in TEX in Q3 2021 and held it in 12 quarters. The position peaked at $718 in Q2 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Kelly Financial Services reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 8 Terex shares in Q3 2024, an estimated $439.
  • Kelly Financial Services first reported a position in Terex in Q3 2021 and held it in 12 quarters.
  • Kelly Financial Services's Terex position peaked at $718 in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.