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Steward Financial Group’s Terex TEX Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+60
New +$3.58K ﹤0.01% 886
2022
Q3 		– Sell
-14
Closed – – 1186
2022
Q2 		$0 Buy
+14
New +$466 ﹤0.01% 1362

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Steward Financial Group's TEX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Terex (TEX) in Q3 2023: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TEX as recently as Q2 2022.

Steward Financial Group first reported a position in TEX in Q2 2022 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • Steward Financial Group held 60 shares of Terex worth $3K as of Q3 2023.
  • Terex was a new Steward Financial Group position in Q3 2023.
  • Terex made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #886 holding.
  • Steward Financial Group first reported a position in Terex in Q2 2022 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.