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NorthCoast Asset Management’s Terex TEX Stock Holding History

NorthCoast Asset 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
2018
Q4 		– Sell
-15,211
Closed -$607K – 267
2018
Q3 		$607K Hold
15,211
– – 0.04% 176
2018
Q2 		$642K Buy
+15,211
New +$604K 0.06% 140

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NorthCoast Asset Management's TEX Position: Q4 2018 in Review

NorthCoast Asset Management sold out of Terex (TEX) in Q4 2018, closing a stake of 15,211 shares — an estimated $607K sold.

NorthCoast Asset Management first reported a position in TEX in Q2 2018 and held it in 2 quarters. The position peaked at $642K in Q2 2018. 256 funds tracked by Wall St. Rank hold TEX as of Q4 2018.

  • NorthCoast Asset Management reported no remaining Terex position as of Q4 2018 after selling out during the quarter.
  • NorthCoast Asset Management sold 15,211 Terex shares in Q4 2018, an estimated $607K.
  • NorthCoast Asset Management first reported a position in Terex in Q2 2018 and held it in 2 quarters.
  • NorthCoast Asset Management's Terex position peaked at $642K in Q2 2018.
  • 256 funds tracked by Wall St. Rank held Terex as of Q4 2018.

Based on NorthCoast Asset Management's 13F filing for Q4 2018, filed 6 Feb 2019.