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TEX icon

UBS’s Terex TEX Stock Holding History

UBS’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
2014
Q3 		$9.13M Buy
287,469
+228,129
+384% +$8.34M 0.01% 1524
2014
Q2 		$2.44M Buy
59,340
+8,903
+18% +$362K ﹤0.01% 2686
2014
Q1 		$2.23M Sell
50,437
-27,541
-35% -$1.16M ﹤0.01% 2670
2013
Q4 		$3.27M Buy
77,978
+17,464
+29% +$633K ﹤0.01% 2295
2013
Q3 		$2.03M Buy
60,514
+7,640
+14% +$232K ﹤0.01% 2566
2013
Q2 		$1.39M Buy
+52,874
New +$1.63M ﹤0.01% 2940

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS's TEX Position: Q3 2014 in Review

UBS increased its Terex (TEX) stake by 384% in Q3 2014, buying an estimated $8.34M and bringing the position to 287,469 shares worth $9.13M. The position accounts for 0.01% of the portfolio, ranked #1524.

UBS first reported a position in TEX in Q2 2013 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold TEX as of Q3 2014.

  • UBS held 287,469 shares of Terex worth $9.13M as of Q3 2014.
  • UBS bought 228,129 Terex shares in Q3 2014, an estimated $8.34M.
  • Terex made up 0.01% of UBS's portfolio in Q3 2014, its #1524 holding.
  • UBS first reported a position in Terex in Q2 2013 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Terex as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.