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LVZ Inc’s Terex TEX Stock Holding History

LVZ Inc’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
2024
Q3 		– Sell
-3,895
Closed -$214K – 155
2024
Q2 		$214K Sell
3,895
-778
-17% -$46.1K 0.03% 131
2024
Q1 		$301K Sell
4,673
-53
-1% -$3.11K 0.04% 104
2023
Q4 		$272K Buy
4,726
+469
+11% +$24.2K 0.04% 107
2023
Q3 		$245K Sell
4,257
-1,608
-27% -$95.8K 0.04% 99
2023
Q2 		$351K Sell
5,865
-1,284
-18% -$63.7K 0.05% 100
2023
Q1 		$346K Sell
7,149
-88
-1% -$4.5K 0.05% 100
2022
Q4 		$309K Buy
7,237
+303
+4% +$12.2K 0.05% 98
2022
Q3 		$206K Buy
+6,934
New +$227K 0.04% 108
2022
Q2 		– Sell
-6,000
Closed -$214K – 116
2022
Q1 		$214K Buy
6,000
+517
+9% +$21.4K 0.03% 100
2021
Q4 		$241K Buy
5,483
+468
+9% +$21K 0.03% 97
2021
Q3 		$211K Buy
5,015
+147
+3% +$6.96K 0.03% 98
2021
Q2 		$232K Buy
+4,868
New +$236K 0.03% 99

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LVZ Inc's TEX Position: Q3 2024 in Review

LVZ Inc sold out of Terex (TEX) in Q3 2024, closing a stake of 3,895 shares — an estimated $214K sold.

LVZ Inc first reported a position in TEX in Q2 2021 and held it in 12 quarters. The position peaked at $351K in Q2 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • LVZ Inc reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • LVZ Inc sold 3,895 Terex shares in Q3 2024, an estimated $214K.
  • LVZ Inc first reported a position in Terex in Q2 2021 and held it in 12 quarters.
  • LVZ Inc's Terex position peaked at $351K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on LVZ Inc's 13F filing for Q3 2024, filed 24 Oct 2024.