SI
TEX icon

Stephens Inc’s Terex TEX Stock Holding History

Stephens Inc’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
2023
Q2 		– Sell
-82,630
Closed -$4M – 1283
2023
Q1 		$4M Buy
+82,630
New +$4.23M 0.08% 265
2014
Q3 		– Sell
-10,099
Closed -$415K – 865
2014
Q2 		$415K Buy
10,099
+48
+0.5% +$1.95K 0.02% 542
2014
Q1 		$445K Buy
10,051
+146
+1% +$6.13K 0.02% 498
2013
Q4 		$416K Buy
9,905
+70
+0.7% +$2.54K 0.02% 560
2013
Q3 		$330K Hold
9,835
– – 0.02% 573
2013
Q2 		$259K Buy
+9,835
New +$304K 0.01% 570

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stephens Inc's TEX Position: Q2 2023 in Review

Stephens Inc sold out of Terex (TEX) in Q2 2023, closing a stake of 82,630 shares — an estimated $4M sold.

Stephens Inc first reported a position in TEX in Q2 2013 and held it in 6 quarters. The position peaked at $4M in Q1 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

  • Stephens Inc reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
  • Stephens Inc sold 82,630 Terex shares in Q2 2023, an estimated $4M.
  • Stephens Inc first reported a position in Terex in Q2 2013 and held it in 6 quarters.
  • Stephens Inc's Terex position peaked at $4M in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Stephens Inc's 13F filing for Q2 2023, filed 14 Aug 2023.