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New York Life Investment Management’s Terex TEX Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-7,139
Closed -$410K – 1520
2023
Q4 		$410K Sell
7,139
-209
-3% -$10.8K ﹤0.01% 973
2023
Q3 		$423K Sell
7,348
-1,171
-14% -$69.8K ﹤0.01% 833
2023
Q2 		$510K Sell
8,519
-1,530
-15% -$75.9K 0.01% 705
2023
Q1 		$486K Sell
10,049
-5,860
-37% -$300K 0.01% 777
2022
Q4 		$680K Buy
15,909
+1,792
+13% +$72.2K 0.01% 697
2022
Q3 		$420K Buy
14,117
+1,040
+8% +$34K 0.01% 902
2022
Q2 		$358K Buy
+13,077
New +$435K ﹤0.01% 1072

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $8.66B AUM 17.37% 1-Year Est. Return

New York Life Investment Management's TEX Position: Q1 2024 in Review

New York Life Investment Management sold out of Terex (TEX) in Q1 2024, closing a stake of 7,139 shares — an estimated $410K sold.

New York Life Investment Management first reported a position in TEX in Q2 2022 and held it in 7 quarters. The position peaked at $680K in Q4 2022. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • New York Life Investment Management reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 7,139 Terex shares in Q1 2024, an estimated $410K.
  • New York Life Investment Management first reported a position in Terex in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's Terex position peaked at $680K in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.