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Sonora Investment Management’s Terex TEX Stock Holding History

Sonora Investment Management’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
2021
Q3 		$21K Hold
487
– – ﹤0.01% 624
2021
Q2 		$23K Hold
487
– – ﹤0.01% 549
2021
Q1 		$22K Hold
487
– – ﹤0.01% 940
2020
Q4 		$17K Buy
+487
New +$14.4K ﹤0.01% 992

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sonora Investment Management's TEX Position: Q3 2021 in Review

Sonora Investment Management held its Terex (TEX) position steady in Q3 2021 at 487 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Sonora Investment Management first reported a position in TEX in Q4 2020 and has held it in 4 quarters since. The position peaked at $23K in Q2 2021. 281 funds tracked by Wall St. Rank hold TEX as of Q3 2021.

  • Sonora Investment Management held 487 shares of Terex worth $21K as of Q3 2021.
  • Sonora Investment Management left its Terex share count unchanged in Q3 2021.
  • Terex made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #624 holding.
  • Sonora Investment Management first reported a position in Terex in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Terex position peaked at $23K in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Terex as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.