TSW
TEX icon

Thompson Siegel & Walmsley’s Terex TEX Stock Holding History

Thompson Siegel & Walmsley’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
2020
Q1 		– Sell
-20
Closed -$1K – 788
2019
Q4 		$1K Buy
+20
New +$562 ﹤0.01% 772
2015
Q3 		– Sell
-50
Closed -$1K – 714
2015
Q2 		$1K Hold
50
– – ﹤0.01% 682
2015
Q1 		$1K Hold
50
– – ﹤0.01% 690
2014
Q4 		$1K Buy
+50
New +$1.43K ﹤0.01% 688

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Thompson Siegel & Walmsley's TEX Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of Terex (TEX) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Thompson Siegel & Walmsley first reported a position in TEX in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 229 funds tracked by Wall St. Rank hold TEX as of Q1 2020.

  • Thompson Siegel & Walmsley reported no remaining Terex position as of Q1 2020 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 20 Terex shares in Q1 2020, an estimated $1K.
  • Thompson Siegel & Walmsley first reported a position in Terex in Q4 2014 and held it in 4 quarters.
  • Thompson Siegel & Walmsley's Terex position peaked at $1K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Terex as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.