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Relational Investors’s Terex TEX Stock Holding History

Relational Investors’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
2013
Q3 		– Sell
-2,500,200
Closed -$65.8M – 22
2013
Q2 		$65.8M Buy
+2,500,200
New +$77.2M 1.17% 16

Other funds holding TEX

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Relational Investors's TEX Position: Q3 2013 in Review

Relational Investors sold out of Terex (TEX) in Q3 2013, closing a stake of 2,500,200 shares — an estimated $65.8M sold.

Relational Investors first reported a position in TEX in Q2 2013 and held it in 1 quarter. The position peaked at $65.8M in Q2 2013. 300 funds tracked by Wall St. Rank hold TEX as of Q3 2013.

  • Relational Investors reported no remaining Terex position as of Q3 2013 after selling out during the quarter.
  • Relational Investors sold 2,500,200 Terex shares in Q3 2013, an estimated $65.8M.
  • Relational Investors first reported a position in Terex in Q2 2013 and held it in 1 quarter.
  • Relational Investors's Terex position peaked at $65.8M in Q2 2013.
  • 300 funds tracked by Wall St. Rank held Terex as of Q3 2013.

Based on Relational Investors's 13F filing for Q3 2013, filed 14 Nov 2013.