Loomis, Sayles & Company
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Loomis, Sayles & Company’s Terex TEX Stock Holding History

Loomis, Sayles & Company’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
2019
Q1 		– Sell
-502
Closed -$14K – 865
2018
Q4 		$14K Buy
502
+11
+2% +$352 ﹤0.01% 754
2018
Q3 		$20K Sell
491
-155
-24% -$6.3K ﹤0.01% 750
2018
Q2 		$27K Buy
+646
New +$25.6K ﹤0.01% 724
2015
Q1 		– Sell
-1,113,122
Closed -$31M – 769
2014
Q4 		$31M Sell
1,113,122
-169,140
-13% -$4.84M 0.09% 206
2014
Q3 		$40.7M Sell
1,282,262
-69,586
-5% -$2.54M 0.12% 158
2014
Q2 		$55.6M Sell
1,351,848
-172,659
-11% -$7.02M 0.16% 141
2014
Q1 		$67.5M Buy
1,524,507
+199,901
+15% +$8.4M 0.19% 121
2013
Q4 		$55.6M Buy
+1,324,606
New +$48M 0.17% 140

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company's TEX Position: Q1 2019 in Review

Loomis, Sayles & Company sold out of Terex (TEX) in Q1 2019, closing a stake of 502 shares — an estimated $14K sold.

Loomis, Sayles & Company first reported a position in TEX in Q4 2013 and held it in 8 quarters. The position peaked at $67.5M in Q1 2014. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

  • Loomis, Sayles & Company reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 502 Terex shares in Q1 2019, an estimated $14K.
  • Loomis, Sayles & Company first reported a position in Terex in Q4 2013 and held it in 8 quarters.
  • Loomis, Sayles & Company's Terex position peaked at $67.5M in Q1 2014.
  • 277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on Loomis, Sayles & Company's 13F filing for Q1 2019, filed 15 May 2019.