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Thoroughbred Financial Services’s Terex TEX Stock Holding History

Thoroughbred Financial Services’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
-12,951
Closed -$685K – 715
2024
Q3 		$685K Sell
12,951
-5,110
-28% -$282K 0.04% 344
2024
Q2 		$990K Buy
18,061
+2,052
+13% +$122K 0.07% 263
2024
Q1 		$1.03M Sell
16,009
-2,147
-12% -$126K 0.1% 195
2023
Q4 		$1.04M Sell
18,156
-2,932
-14% -$152K 0.08% 229
2023
Q3 		$1.22M Buy
21,088
+2,887
+16% +$172K 0.12% 182
2023
Q2 		$1.09M Buy
18,201
+5,286
+41% +$262K 0.14% 156
2023
Q1 		$624K Buy
+12,915
New +$660K 0.09% 218

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

Thoroughbred Financial Services's TEX Position: Q4 2024 in Review

Thoroughbred Financial Services sold out of Terex (TEX) in Q4 2024, closing a stake of 12,951 shares — an estimated $685K sold.

Thoroughbred Financial Services first reported a position in TEX in Q1 2023 and held it in 7 quarters. The position peaked at $1.22M in Q3 2023. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Thoroughbred Financial Services reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 12,951 Terex shares in Q4 2024, an estimated $685K.
  • Thoroughbred Financial Services first reported a position in Terex in Q1 2023 and held it in 7 quarters.
  • Thoroughbred Financial Services's Terex position peaked at $1.22M in Q3 2023.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Thoroughbred Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.