PMA
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Prudent Man Advisors’s Terex TEX Stock Holding History

Prudent Man 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
Q4 		– Sell
-3,572
Closed -$206K – 198
2023
Q3 		$206K Sell
3,572
-104
-3% -$6.2K 0.08% 169
2023
Q2 		$220K Buy
+3,676
New +$182K 0.08% 176
2023
Q1 		– Sell
-7,007
Closed -$299K – 216
2022
Q4 		$299K Buy
+7,007
New +$282K 0.12% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Prudent Man Advisors's TEX Position: Q4 2023 in Review

Prudent Man Advisors sold out of Terex (TEX) in Q4 2023, closing a stake of 3,572 shares — an estimated $206K sold.

Prudent Man Advisors first reported a position in TEX in Q4 2022 and held it in 3 quarters. The position peaked at $299K in Q4 2022. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Prudent Man Advisors reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 3,572 Terex shares in Q4 2023, an estimated $206K.
  • Prudent Man Advisors first reported a position in Terex in Q4 2022 and held it in 3 quarters.
  • Prudent Man Advisors's Terex position peaked at $299K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.