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Neo Ivy Capital Management’s Terex TEX Stock Holding History

Neo Ivy 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
2025
Q1 		– Sell
-630
Closed -$29K – 418
2024
Q4 		$29K Buy
+630
New +$32.8K 0.01% 244
2023
Q4 		– Sell
-3,532
Closed -$204K – 443
2023
Q3 		$204K Buy
+3,532
New +$211K 0.09% 227
2022
Q4 		– Sell
-26
Closed -$1K – 536
2022
Q3 		$1K Buy
+26
New +$850 ﹤0.01% 369
2022
Q2 		– Sell
-88
Closed -$4K – 607
2022
Q1 		$4K Buy
+88
New +$3.64K ﹤0.01% 457
2020
Q1 		– Sell
-8,377
Closed -$249K – 542
2019
Q4 		$249K Buy
+8,377
New +$235K 0.29% 154
2019
Q3 		– Sell
-45,700
Closed -$1.44M – 396
2019
Q2 		$1.44M Buy
+45,700
New +$1.4M 0.81% 34

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Neo Ivy Capital Management's TEX Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Terex (TEX) in Q1 2025, closing a stake of 630 shares — an estimated $29K sold.

Neo Ivy Capital Management first reported a position in TEX in Q2 2019 and held it in 6 quarters. The position peaked at $1.44M in Q2 2019. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Neo Ivy Capital Management reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 630 Terex shares in Q1 2025, an estimated $29K.
  • Neo Ivy Capital Management first reported a position in Terex in Q2 2019 and held it in 6 quarters.
  • Neo Ivy Capital Management's Terex position peaked at $1.44M in Q2 2019.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.