$TEX icon$

Psagot Value Holdings’s Terex TEX Stock Holding History

Psagot Value Holdings’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
2024 Q1	–	Sell	-11,000	Closed	-$645K	–	486
2023 Q4	$645K	Hold	11,000	–	–	0.28%	75
2023 Q3	$639K	Hold	11,000	–	–	0.33%	63
2023 Q2	$653K	Hold	11,000	–	–	0.33%	61
2023 Q1	$516K	Hold	11,000	–	–	0.22%	96
2022 Q4	$470K	Sell	11,000 -1,000	-8%	-$40.3K	0.14%	124
2022 Q3	$357K	Sell	12,000 -1,000	-8%	-$32.7K	0.1%	141
2022 Q2	$356K	Sell	13,000 -2,333	-15%	-$77.7K	0.08%	147
2022 Q1	$547K	Hold	15,333	–	–	0.12%	129
2021 Q4	$674K	Hold	15,333	–	–	0.13%	117
2021 Q3	$646K	Buy	15,333 +3,333	+28%	+$158K	0.11%	154
2021 Q2	$571K	Buy	+12,000	New	+$583K	0.02%	207
2020 Q1	–	Sell	-12,000	Closed	-$357K	–	439
2019 Q4	$357K	Hold	12,000	–	–	0.01%	236
2019 Q3	$312K	Hold	12,000	–	–	0.01%	217
2019 Q2	$377K	Hold	12,000	–	–	0.02%	225
2019 Q1	$386K	Hold	12,000	–	–	0.02%	229
2018 Q4	$331K	Hold	12,000	–	–	0.02%	232
2018 Q3	$479K	Hold	12,000	–	–	0.02%	180
2018 Q2	$506K	Buy	+12,000	New	+$476K	0.02%	176

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return