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Sandy Spring Bank’s Terex TEX Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-449
Closed -$24.6K – 1310
2024
Q2 		$24.6K Buy
+449
New +$26.6K ﹤0.01% 719
2016
Q3 		– Sell
-140
Closed -$3K – 884
2016
Q2 		$3K Hold
140
– – ﹤0.01% 834
2016
Q1 		$3K Sell
140
-75
-35% -$1.57K ﹤0.01% 863
2015
Q4 		$4K Hold
215
– – ﹤0.01% 808
2015
Q3 		$4K Hold
215
– – ﹤0.01% 814
2015
Q2 		$5K Buy
+215
New +$5.67K ﹤0.01% 810
2015
Q1 		– Sell
-200
Closed -$6K – 934
2014
Q4 		$6K Hold
200
– – ﹤0.01% 691
2014
Q3 		$6K Hold
200
– – ﹤0.01% 680
2014
Q2 		$8K Hold
200
– – ﹤0.01% 646
2014
Q1 		$9K Buy
+200
New +$8.4K ﹤0.01% 588

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Sandy Spring Bank's TEX Position: Q3 2024 in Review

Sandy Spring Bank sold out of Terex (TEX) in Q3 2024, closing a stake of 449 shares — an estimated $24.6K sold.

Sandy Spring Bank first reported a position in TEX in Q1 2014 and held it in 10 quarters. The position peaked at $24.6K in Q2 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Sandy Spring Bank reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 449 Terex shares in Q3 2024, an estimated $24.6K.
  • Sandy Spring Bank first reported a position in Terex in Q1 2014 and held it in 10 quarters.
  • Sandy Spring Bank's Terex position peaked at $24.6K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.