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Leuthold Group’s Terex TEX Stock Holding History

Leuthold Group’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
Q1 		– Sell
-40,389
Closed -$1.87M – 234
2024
Q4 		$1.87M Sell
40,389
-1,489
-4% -$77.6K 0.22% 133
2024
Q3 		$2.22M Sell
41,878
-6,787
-14% -$375K 0.25% 125
2024
Q2 		$2.67M Buy
48,665
+4,203
+9% +$249K 0.31% 117
2024
Q1 		$2.86M Sell
44,462
-93
-0.2% -$5.45K 0.32% 115
2023
Q4 		$2.56M Sell
44,555
-30
-0.1% -$1.55K 0.32% 106
2023
Q3 		$2.57M Sell
44,585
-822
-2% -$49K 0.36% 101
2023
Q2 		$2.72M Sell
45,407
-1,655
-4% -$82.1K 0.35% 111
2023
Q1 		$2.28M Sell
47,062
-924
-2% -$47.2K 0.3% 122
2022
Q4 		$2.05M Buy
+47,986
New +$1.93M 0.28% 122

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Leuthold Group's TEX Position: Q1 2025 in Review

Leuthold Group sold out of Terex (TEX) in Q1 2025, closing a stake of 40,389 shares — an estimated $1.87M sold.

Leuthold Group first reported a position in TEX in Q4 2022 and held it in 9 quarters. The position peaked at $2.86M in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Leuthold Group reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Leuthold Group sold 40,389 Terex shares in Q1 2025, an estimated $1.87M.
  • Leuthold Group first reported a position in Terex in Q4 2022 and held it in 9 quarters.
  • Leuthold Group's Terex position peaked at $2.86M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Leuthold Group's 13F filing for Q1 2025, filed 13 May 2025.