$TEX icon$

Valley National Advisers’s Terex TEX Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-40	Closed	-$2K	–	1106
2024 Q2	$2K	Hold	40	–	–	﹤0.01%	957
2024 Q1	$2K	Buy	40 +5	+14%	+$293	﹤0.01%	991
2023 Q4	$2K	Buy	+35	New	+$1.81K	﹤0.01%	986
2020 Q2	–	Sell	-120	Closed	-$2K	–	854
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	655
2019 Q4	$4K	Hold	120	–	–	﹤0.01%	633
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	652
2019 Q2	$4K	Hold	120	–	–	﹤0.01%	582
2019 Q1	$4K	Hold	120	–	–	﹤0.01%	587
2018 Q4	$3K	Hold	120	–	–	﹤0.01%	603
2018 Q3	$5K	Hold	120	–	–	﹤0.01%	512
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	487
2018 Q1	$4K	Hold	120	–	–	﹤0.01%	491
2017 Q4	$6K	Hold	120	–	–	﹤0.01%	467
2017 Q3	$5K	Hold	120	–	–	﹤0.01%	482
2017 Q2	$5K	Hold	120	–	–	﹤0.01%	481
2017 Q1	$4K	Hold	120	–	–	﹤0.01%	491
2016 Q4	$4K	Hold	120	–	–	﹤0.01%	513
2016 Q3	$3K	Hold	120	–	–	﹤0.01%	507
2016 Q2	$2K	Hold	120	–	–	﹤0.01%	540
2016 Q1	$3K	Hold	120	–	–	﹤0.01%	508
2015 Q4	$2K	Hold	120	–	–	﹤0.01%	543
2015 Q3	$2K	Hold	120	–	–	﹤0.01%	540
2015 Q2	$3K	Hold	120	–	–	﹤0.01%	509
2015 Q1	$3K	Buy	+120	New	+$3.03K	﹤0.01%	482

Other funds holding TEX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Valley National Advisers's TEX Position: Q3 2024 in Review

Valley National Advisers sold out of Terex (TEX) in Q3 2024, closing a stake of 40 shares — an estimated $2K sold.

Valley National Advisers first reported a position in TEX in Q1 2015 and held it in 24 quarters. The position peaked at $6K in Q4 2017. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

Valley National Advisers reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 40 Terex shares in Q3 2024, an estimated $2K.
Valley National Advisers first reported a position in Terex in Q1 2015 and held it in 24 quarters.
Valley National Advisers's Terex position peaked at $6K in Q4 2017.
382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.