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SummerHaven Investment Management’s Terex TEX Stock Holding History

SummerHaven 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
2024
Q3 		– Sell
-12,114
Closed -$664K – 272
2024
Q2 		$664K Buy
12,114
+258
+2% +$15.3K 0.44% 129
2024
Q1 		$764K Buy
11,856
+164
+1% +$9.62K 0.48% 119
2023
Q4 		$672K Buy
11,692
+188
+2% +$9.72K 0.43% 143
2023
Q3 		$663K Sell
11,504
-13,385
-54% -$798K 0.49% 108
2023
Q2 		$1.49M Sell
24,889
-2,651
-10% -$131K 0.95% 7
2023
Q1 		$1.33M Buy
27,540
+351
+1% +$17.9K 0.78% 12
2022
Q4 		$1.16M Buy
27,189
+252
+0.9% +$10.1K 0.69% 16
2022
Q3 		$801K Buy
+26,937
New +$881K 0.55% 47
2021
Q3 		– Sell
-23,562
Closed -$1.12M – 290
2021
Q2 		$1.12M Buy
23,562
+578
+3% +$28.1K 0.64% 41
2021
Q1 		$1.06M Hold
22,984
– – 0.65% 31
2020
Q4 		$802K Buy
+22,984
New +$679K 0.62% 33

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

SummerHaven Investment Management's TEX Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Terex (TEX) in Q3 2024, closing a stake of 12,114 shares — an estimated $664K sold.

SummerHaven Investment Management first reported a position in TEX in Q4 2020 and held it in 11 quarters. The position peaked at $1.49M in Q2 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • SummerHaven Investment Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 12,114 Terex shares in Q3 2024, an estimated $664K.
  • SummerHaven Investment Management first reported a position in Terex in Q4 2020 and held it in 11 quarters.
  • SummerHaven Investment Management's Terex position peaked at $1.49M in Q2 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.