OP
TEX icon

Oldfield Partners’s Terex TEX Stock Holding History

Oldfield Partners’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
2017
Q2 		– Sell
-60,000
Closed -$1.49M – 25
2017
Q1 		$1.49M Buy
60,000
+35,600
+146% +$1.12M 0.14% 16
2016
Q4 		$769K Sell
24,400
-8,700
-26% -$241K 0.06% 17
2016
Q3 		$841K Sell
33,100
-18,200
-35% -$424K 0.06% 15
2016
Q2 		$1.04M Sell
51,300
-8,700
-15% -$199K 0.08% 15
2016
Q1 		$1.49M Buy
60,000
+18,400
+44% +$385K 0.13% 16
2015
Q4 		$769K Buy
41,600
+3,200
+8% +$63.2K 0.07% 19
2015
Q3 		$689K Buy
38,400
+13,600
+55% +$297K 0.05% 19
2015
Q2 		$577K Hold
24,800
– – 0.03% 20
2015
Q1 		$659K Buy
+24,800
New +$627K 0.04% 17

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
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Oldfield Partners's TEX Position: Q2 2017 in Review

Oldfield Partners sold out of Terex (TEX) in Q2 2017, closing a stake of 60,000 shares — an estimated $1.49M sold.

Oldfield Partners first reported a position in TEX in Q1 2015 and held it in 9 quarters. The position peaked at $1.49M in Q1 2017. 245 funds tracked by Wall St. Rank hold TEX as of Q2 2017.

  • Oldfield Partners reported no remaining Terex position as of Q2 2017 after selling out during the quarter.
  • Oldfield Partners sold 60,000 Terex shares in Q2 2017, an estimated $1.49M.
  • Oldfield Partners first reported a position in Terex in Q1 2015 and held it in 9 quarters.
  • Oldfield Partners's Terex position peaked at $1.49M in Q1 2017.
  • 245 funds tracked by Wall St. Rank held Terex as of Q2 2017.

Based on Oldfield Partners's 13F filing for Q2 2017, filed 21 Jul 2017.