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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 $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

New England Research & Management's TEX Position: Q3 2020 in Review

New England Research & Management sold out of Terex (TEX) in Q3 2020, closing a stake of 17,050 shares — an estimated $320K sold.

New England Research & Management first reported a position in TEX in Q2 2017 and held it in 11 quarters. The position peaked at $823K in Q2 2018. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

  • New England Research & Management reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
  • New England Research & Management sold 17,050 Terex shares in Q3 2020, an estimated $320K.
  • New England Research & Management first reported a position in Terex in Q2 2017 and held it in 11 quarters.
  • New England Research & Management's Terex position peaked at $823K in Q2 2018.
  • 209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on New England Research & Management's 13F filing for Q3 2020, filed 8 Oct 2020.