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Liberty Mutual Group Asset Management’s Terex TEX Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-14,377
Closed -$574K – 705
2018
Q3 		$574K Hold
14,377
– – 0.01% 684
2018
Q2 		$607K Sell
14,377
-1,358
-9% -$53.9K 0.02% 643
2018
Q1 		$589K Sell
15,735
-5,825
-27% -$253K 0.02% 637
2017
Q4 		$1.04M Sell
21,560
-7,104
-25% -$327K 0.03% 433
2017
Q3 		$1.29M Sell
28,664
-10,752
-27% -$425K 0.07% 327
2017
Q2 		$1.48M Sell
39,416
-8,535
-18% -$289K 0.06% 443
2017
Q1 		$1.51M Buy
47,951
+170
+0.4% +$5.34K 0.06% 471
2016
Q4 		$1.51M Sell
47,781
-559
-1% -$15.5K 0.05% 498
2016
Q3 		$1.23M Buy
48,340
+1,187
+3% +$27.7K 0.04% 570
2016
Q2 		$958K Buy
47,153
+4,143
+10% +$94.8K 0.04% 660
2016
Q1 		$1.07M Sell
43,010
-26,032
-38% -$545K 0.04% 565
2015
Q4 		$1.28M Buy
69,042
+22,853
+49% +$452K 0.05% 561
2015
Q3 		$829K Buy
46,189
+2,117
+5% +$46.2K 0.03% 920
2015
Q2 		$1.02M Buy
44,072
+8,007
+22% +$211K 0.04% 895
2015
Q1 		$959K Buy
36,065
+567
+2% +$14.3K 0.03% 875
2014
Q4 		$989K Sell
35,498
-330
-0.9% -$9.44K 0.03% 848
2014
Q3 		$1.14M Buy
35,828
+570
+2% +$20.8K 0.04% 823
2014
Q2 		$1.45M Buy
35,258
+159
+0.5% +$6.46K 0.05% 765
2014
Q1 		$1.55M Buy
35,099
+10,924
+45% +$459K 0.05% 676
2013
Q4 		$1.01M Sell
24,175
-10,553
-30% -$382K 0.04% 769
2013
Q3 		$1.17M Sell
34,728
-11,022
-24% -$334K 0.04% 522
2013
Q2 		$1.2M Buy
+45,750
New +$1.41M 0.05% 488

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Liberty Mutual Group Asset Management's TEX Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Terex (TEX) in Q4 2018, closing a stake of 14,377 shares — an estimated $574K sold.

Liberty Mutual Group Asset Management first reported a position in TEX in Q2 2013 and held it in 22 quarters. The position peaked at $1.55M in Q1 2014. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 14,377 Terex shares in Q4 2018, an estimated $574K.
  • Liberty Mutual Group Asset Management first reported a position in Terex in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Terex position peaked at $1.55M in Q1 2014.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.