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USA Financial Formulas’s Terex TEX Stock Holding History

USA Financial Formulas’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
-1,306
Closed -$75.3K – 533
2023
Q3 		$75.3K Hold
1,306
– – 0.11% 177
2023
Q2 		$78.1K Sell
1,306
-68
-5% -$3.37K 0.12% 127
2023
Q1 		$66.5K Buy
+1,374
New +$70.3K 0.11% 115
2021
Q3 		– Sell
-3,344
Closed -$159K – 477
2021
Q2 		$159K Sell
3,344
-859
-20% -$41.7K 0.13% 139
2021
Q1 		$194K Buy
+4,203
New +$172K 0.16% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

USA Financial Formulas's TEX Position: Q4 2023 in Review

USA Financial Formulas sold out of Terex (TEX) in Q4 2023, closing a stake of 1,306 shares — an estimated $75.3K sold.

USA Financial Formulas first reported a position in TEX in Q1 2021 and held it in 5 quarters. The position peaked at $194K in Q1 2021. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • USA Financial Formulas reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 1,306 Terex shares in Q4 2023, an estimated $75.3K.
  • USA Financial Formulas first reported a position in Terex in Q1 2021 and held it in 5 quarters.
  • USA Financial Formulas's Terex position peaked at $194K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.