$TEX icon$

Level Four Advisory Services’s Terex TEX Stock Holding History

Level Four Advisory 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
2023 Q4	–	Sell	-8,798	Closed	-$507K	–	852
2023 Q3	$507K	Sell	8,798 -53	-0.6%	-$3.16K	0.03%	436
2023 Q2	$530K	Buy	8,851 +579	+7%	+$28.7K	0.03%	450
2023 Q1	$400K	Sell	8,272 -229	-3%	-$11.7K	0.03%	498
2022 Q4	$363K	Buy	+8,501	New	+$342K	0.03%	476
2022 Q2	–	Sell	-11,959	Closed	-$426K	–	654
2022 Q1	$426K	Buy	11,959 +1,108	+10%	+$45.8K	0.03%	442
2021 Q4	$477K	Sell	10,851 -3,910	-26%	-$176K	0.04%	405
2021 Q3	$621K	Buy	14,761 +1,913	+15%	+$90.5K	0.06%	256
2021 Q2	$612K	Buy	12,848 +3,594	+39%	+$175K	0.04%	354
2021 Q1	$426K	Buy	9,254 +2,960	+47%	+$121K	0.03%	416
2020 Q4	$220K	Buy	+6,294	New	+$186K	0.02%	537

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Level Four Advisory Services's TEX Position: Q4 2023 in Review

Level Four Advisory Services sold out of Terex (TEX) in Q4 2023, closing a stake of 8,798 shares — an estimated $507K sold.

Level Four Advisory Services first reported a position in TEX in Q4 2020 and held it in 10 quarters. The position peaked at $621K in Q3 2021. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

Level Four Advisory Services reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 8,798 Terex shares in Q4 2023, an estimated $507K.
Level Four Advisory Services first reported a position in Terex in Q4 2020 and held it in 10 quarters.
Level Four Advisory Services's Terex position peaked at $621K in Q3 2021.
402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.