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Standard Investments’s Terex TEX Stock Holding History

Standard Investments’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
2014
Q3 		– Sell
-54,736
Closed -$2.25M – 207
2014
Q2 		$2.25M Buy
54,736
+37,445
+217% +$1.52M 0.14% 80
2014
Q1 		$766K Sell
17,291
-452
-3% -$19K 0.07% 142
2013
Q4 		$745K Sell
17,743
-20,545
-54% -$745K 0.05% 117
2013
Q3 		$1.29M Buy
+38,288
New +$1.16M 0.25% 57

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Standard Investments's TEX Position: Q3 2014 in Review

Standard Investments sold out of Terex (TEX) in Q3 2014, closing a stake of 54,736 shares — an estimated $2.25M sold.

Standard Investments first reported a position in TEX in Q3 2013 and held it in 4 quarters. The position peaked at $2.25M in Q2 2014. 301 funds tracked by Wall St. Rank hold TEX as of Q3 2014.

  • Standard Investments reported no remaining Terex position as of Q3 2014 after selling out during the quarter.
  • Standard Investments sold 54,736 Terex shares in Q3 2014, an estimated $2.25M.
  • Standard Investments first reported a position in Terex in Q3 2013 and held it in 4 quarters.
  • Standard Investments's Terex position peaked at $2.25M in Q2 2014.
  • 301 funds tracked by Wall St. Rank held Terex as of Q3 2014.

Based on Standard Investments's 13F filing for Q3 2014, filed 14 Nov 2014.