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Pinkerton Retirement Specialists’s Terex TEX Stock Holding History

Pinkerton Retirement Specialists’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
Q1 		– Sell
-23,230
Closed -$992K – 156
2022
Q4 		$992K Buy
+23,230
New +$935K 0.21% 75
2017
Q1 		– Sell
-888
Closed -$28K – 448
2016
Q4 		$28K Sell
888
-23
-3% -$638 0.01% 262
2016
Q3 		$23K Sell
911
-30
-3% -$699 0.01% 297
2016
Q2 		$19K Buy
+941
New +$21.5K 0.01% 310

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pinkerton Retirement Specialists's TEX Position: Q1 2023 in Review

Pinkerton Retirement Specialists sold out of Terex (TEX) in Q1 2023, closing a stake of 23,230 shares — an estimated $992K sold.

Pinkerton Retirement Specialists first reported a position in TEX in Q2 2016 and held it in 4 quarters. The position peaked at $992K in Q4 2022. 358 funds tracked by Wall St. Rank hold TEX as of Q1 2023.

  • Pinkerton Retirement Specialists reported no remaining Terex position as of Q1 2023 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 23,230 Terex shares in Q1 2023, an estimated $992K.
  • Pinkerton Retirement Specialists first reported a position in Terex in Q2 2016 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's Terex position peaked at $992K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Terex as of Q1 2023.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2023, filed 11 May 2023.