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O'Neil Global Advisors’s Terex TEX Stock Holding History

O'Neil Global Advisors’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
2023
Q3 		– Sell
-10,484
Closed -$627K – 97
2023
Q2 		$627K Buy
+10,484
New +$520K 0.13% 48
2021
Q4 		– Sell
-10,294
Closed -$433K – 97
2021
Q3 		$433K Buy
+10,294
New +$487K 0.33% 54

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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

O'Neil Global Advisors's TEX Position: Q3 2023 in Review

O'Neil Global Advisors sold out of Terex (TEX) in Q3 2023, closing a stake of 10,484 shares — an estimated $627K sold.

O'Neil Global Advisors first reported a position in TEX in Q3 2021 and held it in 2 quarters. The position peaked at $627K in Q2 2023. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • O'Neil Global Advisors reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 10,484 Terex shares in Q3 2023, an estimated $627K.
  • O'Neil Global Advisors first reported a position in Terex in Q3 2021 and held it in 2 quarters.
  • O'Neil Global Advisors's Terex position peaked at $627K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.