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Systematic Financial Management’s Terex TEX Stock Holding History

Systematic Financial 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
2019
Q2 		– Sell
-39,465
Closed -$1.27M – 662
2019
Q1 		$1.27M Sell
39,465
-2,650
-6% -$84K 0.04% 363
2018
Q4 		$1.16M Sell
42,115
-118,460
-74% -$3.79M 0.04% 356
2018
Q3 		$6.41M Sell
160,575
-361,294
-69% -$14.7M 0.15% 209
2018
Q2 		$22M Sell
521,869
-668,142
-56% -$26.5M 0.54% 40
2018
Q1 		$44.5M Buy
1,190,011
+5,194
+0.4% +$225K 0.99% 8
2017
Q4 		$57.1M Buy
1,184,817
+238,302
+25% +$11M 1.14% 8
2017
Q3 		$42.6M Buy
+946,515
New +$37.4M 0.86% 20
2016
Q4 		– Sell
-116,730
Closed -$2.97M – 669
2016
Q3 		$2.97M Sell
116,730
-1,000
-0.8% -$23.3K 0.04% 311
2016
Q2 		$2.39M Sell
117,730
-125
-0.1% -$2.86K 0.03% 309
2016
Q1 		$2.93M Sell
117,855
-90,520
-43% -$1.89M 0.04% 300
2015
Q4 		$3.85M Hold
208,375
– – 0.04% 287
2015
Q3 		$3.74M Sell
208,375
-52,654
-20% -$1.15M 0.04% 311
2015
Q2 		$6.07M Buy
261,029
+172,279
+194% +$4.54M 0.05% 307
2015
Q1 		$2.36M Buy
88,750
+9,925
+13% +$251K 0.02% 510
2014
Q4 		$2.2M Buy
+78,825
New +$2.25M 0.02% 533
2014
Q3 		– Sell
-478,163
Closed -$19.7M – 723
2014
Q2 		$19.7M Sell
478,163
-869,590
-65% -$35.4M 0.13% 168
2014
Q1 		$59.7M Sell
1,347,753
-612,170
-31% -$25.7M 0.41% 78
2013
Q4 		$82.3M Sell
1,959,923
-416,845
-18% -$15.1M 0.6% 56
2013
Q3 		$79.9M Sell
2,376,768
-1,328,078
-36% -$40.3M 0.63% 54
2013
Q2 		$97.4M Buy
+3,704,846
New +$114M 0.84% 34

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Systematic Financial Management's TEX Position: Q2 2019 in Review

Systematic Financial Management sold out of Terex (TEX) in Q2 2019, closing a stake of 39,465 shares — an estimated $1.27M sold.

Systematic Financial Management first reported a position in TEX in Q2 2013 and held it in 20 quarters. The position peaked at $97.4M in Q2 2013. 251 funds tracked by Wall St. Rank hold TEX as of Q2 2019.

  • Systematic Financial Management reported no remaining Terex position as of Q2 2019 after selling out during the quarter.
  • Systematic Financial Management sold 39,465 Terex shares in Q2 2019, an estimated $1.27M.
  • Systematic Financial Management first reported a position in Terex in Q2 2013 and held it in 20 quarters.
  • Systematic Financial Management's Terex position peaked at $97.4M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Terex as of Q2 2019.

Based on Systematic Financial Management's 13F filing for Q2 2019, filed 26 Jul 2019.