Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Terex TEX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-28,724
Closed -$1.47M – 1233
2025
Q3 		$1.47M Buy
28,724
+795
+3% +$40.5K 0.01% 738
2025
Q2 		$1.3M Sell
27,929
-135
-0.5% -$5.65K 0.01% 733
2025
Q1 		$1.06M Sell
28,064
-38,114
-58% -$1.66M 0.01% 725
2024
Q4 		$3.06M Sell
66,178
-1,599
-2% -$83.4K 0.02% 497
2024
Q3 		$3.58M Buy
67,777
+26,931
+66% +$1.49M 0.03% 394
2024
Q2 		$2.24M Buy
40,846
+36,686
+882% +$2.18M 0.02% 417
2024
Q1 		$268K Sell
4,160
-174
-4% -$10.2K ﹤0.01% 599
2023
Q4 		$249K Sell
4,334
-114
-3% -$5.89K ﹤0.01% 380
2023
Q3 		$256K Sell
4,448
-13
-0.3% -$775 ﹤0.01% 366
2023
Q2 		$267K Sell
4,461
-118
-3% -$5.85K ﹤0.01% 376
2023
Q1 		$222K Buy
+4,579
New +$234K ﹤0.01% 398

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