$TEX icon$

Virtus Fund Advisers’s Terex TEX Stock Holding History

Virtus Fund 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	-654	Closed	-$35.9K	–	124
2024 Q2	$35.9K	Buy	654 +76	+13%	+$4.51K	0.14%	78
2024 Q1	$37.2K	Hold	578	–	–	0.13%	77
2023 Q4	$33.2K	Hold	578	–	–	0.21%	69
2023 Q3	$33.3K	Hold	578	–	–	0.24%	67
2023 Q2	$34.6K	Hold	578	–	–	0.24%	72
2023 Q1	$28K	Hold	578	–	–	0.2%	81
2022 Q4	$24.7K	Buy	+578	New	+$23.3K	0.18%	89
2016 Q1	–	Sell	-349	Closed	-$6K	–	732
2015 Q4	$6K	Hold	349	–	–	﹤0.01%	750
2015 Q3	$6K	Hold	349	–	–	﹤0.01%	747
2015 Q2	$8K	Sell	349 -1,844	-84%	-$48.6K	﹤0.01%	719
2015 Q1	$58K	Sell	2,193 -220	-9%	-$5.56K	﹤0.01%	695
2014 Q4	$67K	Hold	2,413	–	–	﹤0.01%	708
2014 Q3	$77K	Sell	2,413 -11,567	-83%	-$423K	﹤0.01%	670
2014 Q2	$575K	Buy	+13,980	New	+$568K	﹤0.01%	607

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Virtus Fund Advisers's TEX Position: Q3 2024 in Review

Virtus Fund Advisers sold out of Terex (TEX) in Q3 2024, closing a stake of 654 shares — an estimated $35.9K sold.

Virtus Fund Advisers first reported a position in TEX in Q2 2014 and held it in 14 quarters. The position peaked at $575K in Q2 2014. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

Virtus Fund Advisers reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
Virtus Fund Advisers sold 654 Terex shares in Q3 2024, an estimated $35.9K.
Virtus Fund Advisers first reported a position in Terex in Q2 2014 and held it in 14 quarters.
Virtus Fund Advisers's Terex position peaked at $575K in Q2 2014.
382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Virtus Fund Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.