$TEX icon$

Sargent Bickham Lagudis’s Terex TEX Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$11.8K	Buy	276 +1	+0.4%	+$40	﹤0.01%	705
2022 Q3	$8K	Buy	275 +1	+0.4%	+$33	﹤0.01%	731
2022 Q2	$7K	Buy	274 +2	+0.7%	+$67	﹤0.01%	748
2022 Q1	$10K	Buy	272 +1	+0.4%	+$41	﹤0.01%	713
2021 Q4	$12K	Hold	271	–	–	﹤0.01%	689
2021 Q3	$11K	Buy	271 +1	+0.4%	+$47	﹤0.01%	707
2021 Q2	$13K	Buy	270 +1	+0.4%	+$49	﹤0.01%	680
2021 Q1	$12K	Hold	269	–	–	﹤0.01%	669
2020 Q4	$9K	Hold	269	–	–	﹤0.01%	678
2020 Q3	$5K	Hold	269	–	–	﹤0.01%	668
2020 Q2	$5K	Hold	269	–	–	﹤0.01%	648
2020 Q1	$4K	Buy	269 +3	+1%	+$68	﹤0.01%	662
2019 Q4	$8K	Buy	266 +1	+0.4%	+$28	﹤0.01%	644
2019 Q3	$7K	Buy	265 +1	+0.4%	+$27	﹤0.01%	608
2019 Q2	$8K	Buy	264 +1	+0.4%	+$31	﹤0.01%	619
2019 Q1	$8K	Hold	263	–	–	﹤0.01%	643
2018 Q4	$7K	Buy	263 +1	+0.4%	+$32	﹤0.01%	628
2018 Q3	$10K	Buy	262 +1	+0.4%	+$41	﹤0.01%	613
2018 Q2	$11K	Buy	261 +1	+0.4%	+$40	﹤0.01%	575
2018 Q1	$10K	Hold	260	–	–	﹤0.01%	581
2017 Q4	$13K	Buy	260 +1	+0.4%	+$46	﹤0.01%	568
2017 Q3	$12K	Hold	259	–	–	﹤0.01%	583
2017 Q2	$10K	Buy	259 +1	+0.4%	+$34	﹤0.01%	580
2017 Q1	$8K	Buy	258 +1	+0.4%	+$31	﹤0.01%	622
2016 Q4	$8K	Hold	257	–	–	﹤0.01%	587
2016 Q3	$7	Sell	257 -493	-66%	-$11.5K	﹤0.01%	621
2016 Q2	$18K	Hold	750	–	–	﹤0.01%	475
2016 Q1	$18K	Buy	+750	New	+$15.7K	﹤0.01%	489

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sargent Bickham Lagudis's TEX Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Terex (TEX) stake by 0.36% in Q4 2022, buying an estimated $40 and bringing the position to 276 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sargent Bickham Lagudis first reported a position in TEX in Q1 2016 and has held it in 28 quarters since. The position peaked at $18K in Q2 2016. 311 funds tracked by Wall St. Rank hold TEX as of Q4 2022.

Sargent Bickham Lagudis held 276 shares of Terex worth $11.8K as of Q4 2022.
Sargent Bickham Lagudis bought 1 Terex share in Q4 2022, an estimated $40.
Terex made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #705 holding.
Sargent Bickham Lagudis first reported a position in Terex in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Terex position peaked at $18K in Q2 2016.
311 funds tracked by Wall St. Rank held Terex as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.