$TEX icon$

Marcato Capital Management’s Terex TEX Stock Holding History

Marcato Capital 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
2019 Q4	–	Sell	-1,300,748	Closed	-$33.8M	–	4
2019 Q3	$33.8M	Hold	1,300,748	–	–	26.58%	2
2019 Q2	$40.8M	Sell	1,300,748 -1,595,447	-55%	-$49M	15.58%	2
2019 Q1	$93.1M	Hold	2,896,195	–	–	14.45%	3
2018 Q4	$79.8M	Hold	2,896,195	–	–	17.58%	2
2018 Q3	$116M	Hold	2,896,195	–	–	12.51%	2
2018 Q2	$122M	Buy	2,896,195 +3,266	+0.1%	+$130K	18.25%	2
2018 Q1	$108M	Hold	2,892,929	–	–	17.14%	2
2017 Q4	$139M	Hold	2,892,929	–	–	12.8%	4
2017 Q3	$130M	Buy	2,892,929 +1,800,000	+165%	+$71.2M	14.85%	2
2017 Q2	$41M	Buy	1,092,929 +4,139	+0.4%	+$140K	5.1%	8
2017 Q1	$34.2M	Buy	1,088,790 +1,130	+0.1%	+$35.5K	3.74%	11
2016 Q4	$34.3M	Hold	1,087,660	–	–	3.97%	10
2016 Q3	$27.6M	Buy	+1,087,660	New	+$25.4M	2.38%	14

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Marcato Capital Management's TEX Position: Q4 2019 in Review

Marcato Capital Management sold out of Terex (TEX) in Q4 2019, closing a stake of 1,300,748 shares — an estimated $33.8M sold.

Marcato Capital Management first reported a position in TEX in Q3 2016 and held it in 13 quarters. The position peaked at $139M in Q4 2017. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

Marcato Capital Management reported no remaining Terex position as of Q4 2019 after selling out during the quarter.
Marcato Capital Management sold 1,300,748 Terex shares in Q4 2019, an estimated $33.8M.
Marcato Capital Management first reported a position in Terex in Q3 2016 and held it in 13 quarters.
Marcato Capital Management's Terex position peaked at $139M in Q4 2017.
243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Marcato Capital Management's 13F filing for Q4 2019, filed 31 Jan 2020.