NERM
TEX icon

New England Research & Management’s Terex TEX Stock Holding History

New England Research & 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
2020
Q3 		– Sell
-17,050
Closed -$320K – 159
2020
Q2 		$320K Sell
17,050
-350
-2% -$5.57K 0.23% 119
2020
Q1 		$250K Hold
17,400
– – 0.21% 118
2019
Q4 		$518K Sell
17,400
-500
-3% -$14.1K 0.35% 98
2019
Q3 		$465K Sell
17,900
-3,450
-16% -$94.8K 0.34% 105
2019
Q2 		$670K Buy
+21,350
New +$655K 0.45% 83
2018
Q4 		– Sell
-19,210
Closed -$767K – 185
2018
Q3 		$767K Sell
19,210
-300
-2% -$12.2K 0.5% 74
2018
Q2 		$823K Sell
19,510
-50
-0.3% -$1.99K 0.54% 72
2018
Q1 		$732K Buy
19,560
+2,600
+15% +$113K 0.49% 81
2017
Q4 		$818K Buy
16,960
+10,450
+161% +$481K 0.59% 67
2017
Q3 		$293K Sell
6,510
-800
-11% -$31.7K 0.21% 119
2017
Q2 		$274K Buy
+7,310
New +$247K 0.2% 132

Other funds holding TEX

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return