$TEX icon$

Private Ocean’s Terex TEX Stock Holding History

Private Ocean’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 Q4	–	Sell	-67	Closed	-$2K	–	612
2019 Q3	$2K	Hold	67	–	–	﹤0.01%	546
2019 Q2	$2K	Buy	+67	New	+$2.06K	﹤0.01%	427

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Private Ocean's TEX Position: Q4 2019 in Review

Private Ocean sold out of Terex (TEX) in Q4 2019, closing a stake of 67 shares — an estimated $2K sold.

Private Ocean first reported a position in TEX in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

Private Ocean reported no remaining Terex position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 67 Terex shares in Q4 2019, an estimated $2K.
Private Ocean first reported a position in Terex in Q2 2019 and held it in 2 quarters.
Private Ocean's Terex position peaked at $2K in Q3 2019.
243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.