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Summit Global Investments’s Terex TEX Stock Holding History

Summit Global 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
2024
Q4 		– Sell
-22,141
Closed -$1.17M – 634
2024
Q3 		$1.17M Buy
22,141
+16,639
+302% +$920K 0.07% 220
2024
Q2 		$302K Buy
5,502
+1,775
+48% +$105K 0.02% 415
2024
Q1 		$240K Sell
3,727
-7,718
-67% -$453K 0.02% 452
2023
Q4 		$658K Sell
11,445
-6,326
-36% -$327K 0.04% 299
2023
Q3 		$1.02M Sell
17,771
-959
-5% -$57.2K 0.07% 212
2023
Q2 		$1.12M Buy
18,730
+4,835
+35% +$240K 0.07% 205
2023
Q1 		$672K Buy
13,895
+8,495
+157% +$434K 0.05% 306
2022
Q4 		$231K Buy
+5,400
New +$217K 0.02% 431
2022
Q2 		– Sell
-10,800
Closed -$385K – 527
2022
Q1 		$385K Buy
+10,800
New +$447K 0.03% 376

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Summit Global Investments's TEX Position: Q4 2024 in Review

Summit Global Investments sold out of Terex (TEX) in Q4 2024, closing a stake of 22,141 shares — an estimated $1.17M sold.

Summit Global Investments first reported a position in TEX in Q1 2022 and held it in 9 quarters. The position peaked at $1.17M in Q3 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Summit Global Investments reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 22,141 Terex shares in Q4 2024, an estimated $1.17M.
  • Summit Global Investments first reported a position in Terex in Q1 2022 and held it in 9 quarters.
  • Summit Global Investments's Terex position peaked at $1.17M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.