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Tilia Fiduciary Partners’s Terex TEX Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-435
Closed -$26K – 447
2023
Q2 		$26K Hold
435
– – 0.02% 274
2023
Q1 		$21K Buy
+435
New +$22.2K 0.02% 291

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tilia Fiduciary Partners's TEX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Terex (TEX) in Q3 2023, closing a stake of 435 shares — an estimated $26K sold.

Tilia Fiduciary Partners first reported a position in TEX in Q1 2023 and held it in 2 quarters. The position peaked at $26K in Q2 2023. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 435 Terex shares in Q3 2023, an estimated $26K.
  • Tilia Fiduciary Partners first reported a position in Terex in Q1 2023 and held it in 2 quarters.
  • Tilia Fiduciary Partners's Terex position peaked at $26K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.