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LS Investment Advisors’s Terex TEX Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-3,301
Closed -$62K – 1388
2020
Q2 		$62K Hold
3,301
– – ﹤0.01% 1119
2020
Q1 		$47K Hold
3,301
– – ﹤0.01% 1122
2019
Q4 		$98K Hold
3,301
– – 0.01% 1118
2019
Q3 		$86K Buy
3,301
+141
+4% +$3.88K 0.01% 1125
2019
Q2 		$99K Sell
3,160
-206
-6% -$6.32K 0.01% 1081
2019
Q1 		$108K Sell
3,366
-187
-5% -$5.93K 0.01% 1067
2018
Q4 		$98K Sell
3,553
-122
-3% -$3.9K 0.01% 1063
2018
Q3 		$147K Sell
3,675
-428
-10% -$17.4K 0.01% 983
2018
Q2 		$173K Sell
4,103
-456
-10% -$18.1K 0.01% 932
2018
Q1 		$171K Sell
4,559
-690
-13% -$29.9K 0.01% 924
2017
Q4 		$253K Sell
5,249
-1,487
-22% -$68.5K 0.01% 775
2017
Q3 		$303K Sell
6,736
-1,424
-17% -$56.3K 0.02% 757
2017
Q2 		$306K Buy
8,160
+856
+12% +$29K 0.02% 736
2017
Q1 		$229K Sell
7,304
-213
-3% -$6.69K 0.01% 796
2016
Q4 		$237K Buy
7,517
+404
+6% +$11.2K 0.02% 734
2016
Q3 		$181K Buy
7,113
+465
+7% +$10.8K 0.01% 804
2016
Q2 		$135K Buy
6,648
+2,743
+70% +$62.7K 0.01% 906
2016
Q1 		$97K Buy
3,905
+254
+7% +$5.32K 0.01% 889
2015
Q4 		$67K Buy
3,651
+107
+3% +$2.12K 0.01% 1023
2015
Q3 		$64K Buy
3,544
+121
+4% +$2.64K 0.01% 1039
2015
Q2 		$80K Buy
+3,423
New +$90.3K 0.01% 983

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LS Investment Advisors's TEX Position: Q3 2020 in Review

LS Investment Advisors sold out of Terex (TEX) in Q3 2020, closing a stake of 3,301 shares — an estimated $62K sold.

LS Investment Advisors first reported a position in TEX in Q2 2015 and held it in 21 quarters. The position peaked at $306K in Q2 2017. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

  • LS Investment Advisors reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 3,301 Terex shares in Q3 2020, an estimated $62K.
  • LS Investment Advisors first reported a position in Terex in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Terex position peaked at $306K in Q2 2017.
  • 209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.