$TEX icon$

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Psagot Value Holdings's TEX Position: Q1 2024 in Review

Psagot Value Holdings sold out of Terex (TEX) in Q1 2024, closing a stake of 11,000 shares — an estimated $645K sold.

Psagot Value Holdings first reported a position in TEX in Q2 2018 and held it in 18 quarters. The position peaked at $674K in Q4 2021. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

Psagot Value Holdings reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 11,000 Terex shares in Q1 2024, an estimated $645K.
Psagot Value Holdings first reported a position in Terex in Q2 2018 and held it in 18 quarters.
Psagot Value Holdings's Terex position peaked at $674K in Q4 2021.
388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.