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Oberweis Asset Management’s Terex TEX Stock Holding History

Oberweis 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
2019
Q3 		– Sell
-6,900
Closed -$217K – 214
2019
Q2 		$217K Buy
6,900
+200
+3% +$6.14K 0.04% 185
2019
Q1 		$215K Buy
+6,700
New +$212K 0.04% 192
2018
Q4 		– Sell
-32,311
Closed -$1.29M – 218
2018
Q3 		$1.29M Sell
32,311
-2,596
-7% -$106K 0.25% 70
2018
Q2 		$1.47M Buy
+34,907
New +$1.39M 0.37% 62

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oberweis Asset Management's TEX Position: Q3 2019 in Review

Oberweis Asset Management sold out of Terex (TEX) in Q3 2019, closing a stake of 6,900 shares — an estimated $217K sold.

Oberweis Asset Management first reported a position in TEX in Q2 2018 and held it in 4 quarters. The position peaked at $1.47M in Q2 2018. 241 funds tracked by Wall St. Rank hold TEX as of Q3 2019.

  • Oberweis Asset Management reported no remaining Terex position as of Q3 2019 after selling out during the quarter.
  • Oberweis Asset Management sold 6,900 Terex shares in Q3 2019, an estimated $217K.
  • Oberweis Asset Management first reported a position in Terex in Q2 2018 and held it in 4 quarters.
  • Oberweis Asset Management's Terex position peaked at $1.47M in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Terex as of Q3 2019.

Based on Oberweis Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.