$TEX icon$

KG&L Capital Management’s Terex TEX Stock Holding History

KG&L Capital 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
2023 Q1	–	Sell	-5,055	Closed	-$216K	–	141
2022 Q4	$216K	Sell	5,055 -2,100	-29%	-$84.6K	0.12%	121
2022 Q3	$213K	Buy	+7,155	New	+$234K	0.12%	114
2022 Q2	–	Sell	-7,155	Closed	-$255K	–	144
2022 Q1	$255K	Sell	7,155 -2,200	-24%	-$91K	0.11%	124
2021 Q4	$411K	Buy	9,355 +1,300	+16%	+$58.4K	0.17%	101
2021 Q3	$339K	Buy	8,055 +55	+0.7%	+$2.6K	0.15%	112
2021 Q2	$381K	Hold	8,000	–	–	0.17%	101
2021 Q1	$369K	Sell	8,000 -6,150	-43%	-$252K	0.18%	97
2020 Q4	$493K	Sell	14,150 -7,075	-33%	-$209K	0.27%	80
2020 Q3	$410K	Sell	21,225 -300	-1%	-$5.86K	0.26%	76
2020 Q2	$404K	Buy	+21,525	New	+$343K	0.31%	66

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

Dimensional Fund Advisors

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

Pzena Investment Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management

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