$TEX icon$

Truist Financial’s Terex TEX Stock Holding History

Truist Financial’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 Q4	–	Sell	-8,983	Closed	-$518K	–	2714
2023 Q3	$518K	Sell	8,983 -1,768	-16%	-$105K	﹤0.01%	1907
2023 Q2	$643K	Sell	10,751 -2,817	-21%	-$140K	﹤0.01%	1823
2023 Q1	$656K	Buy	+13,568	New	+$694K	﹤0.01%	1804
2022 Q1	–	Sell	-7,357	Closed	-$323K	–	2844
2021 Q4	$323K	Buy	7,357 +12	+0.2%	+$539	﹤0.01%	2310
2021 Q3	$309K	Sell	7,345 -1,697	-19%	-$80.3K	﹤0.01%	2335
2021 Q2	$431K	Buy	+9,042	New	+$439K	﹤0.01%	2160
2020 Q4	–	Sell	-15,487	Closed	-$300K	–	2636
2020 Q3	$300K	Sell	15,487 -4,011	-21%	-$78.4K	﹤0.01%	2019
2020 Q2	$366K	Buy	19,498 +9,251	+90%	+$147K	﹤0.01%	1807
2020 Q1	$147K	Buy	10,247 +870	+9%	+$19.7K	﹤0.01%	2195
2019 Q4	$280K	Buy	+9,377	New	+$264K	﹤0.01%	2190
2014 Q2	–	Sell	-4,978	Closed	-$221K	–	801
2014 Q1	$221K	Buy	+4,978	New	+$209K	0.01%	723

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truist Financial's TEX Position: Q4 2023 in Review

Truist Financial sold out of Terex (TEX) in Q4 2023, closing a stake of 8,983 shares — an estimated $518K sold.

Truist Financial first reported a position in TEX in Q1 2014 and held it in 11 quarters. The position peaked at $656K in Q1 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

Truist Financial reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
Truist Financial sold 8,983 Terex shares in Q4 2023, an estimated $518K.
Truist Financial first reported a position in Terex in Q1 2014 and held it in 11 quarters.
Truist Financial's Terex position peaked at $656K in Q1 2023.
402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.