$TEX icon$

Lloyd Advisory Services’s Terex TEX Stock Holding History

Lloyd 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
2022 Q2	–	Sell	-104	Closed	-$4K	–	498
2022 Q1	$4K	Buy	+104	New	+$4.3K	﹤0.01%	466

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lloyd Advisory Services's TEX Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Terex (TEX) in Q2 2022, closing a stake of 104 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in TEX in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 261 funds tracked by Wall St. Rank hold TEX as of Q2 2022.

Lloyd Advisory Services reported no remaining Terex position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 104 Terex shares in Q2 2022, an estimated $4K.
Lloyd Advisory Services first reported a position in Terex in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Terex position peaked at $4K in Q1 2022.
261 funds tracked by Wall St. Rank held Terex as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.