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Watershed Asset Management’s Terex TEX Stock Holding History

Watershed Asset Management’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 		$312K Buy
+5,430
New +$281K 0.36% 31

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

Watershed Asset Management's TEX Position: Q4 2023 in Review

Watershed Asset Management opened a new position in Terex (TEX) in Q4 2023: 5,430 shares worth $312K. The stake represents 0.36% of the portfolio and ranks #31 among its holdings.

402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • Watershed Asset Management held 5,430 shares of Terex worth $312K as of Q4 2023.
  • Terex was a new Watershed Asset Management position in Q4 2023.
  • Terex made up 0.36% of Watershed Asset Management's portfolio in Q4 2023, its #31 holding.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.