WCM
TEX icon

Whitener Capital Management’s Terex TEX Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-100
Closed -$2K – 393
2019
Q3 		$2K Hold
100
– – ﹤0.01% 452
2019
Q2 		$3K Hold
100
– – ﹤0.01% 418
2019
Q1 		$3K Hold
100
– – ﹤0.01% 411
2018
Q4 		$2K Hold
100
– – ﹤0.01% 409
2018
Q3 		$3K Buy
+100
New +$4.07K ﹤0.01% 408
2018
Q2 		– Sell
-100
Closed -$3K – 367
2018
Q1 		$3K Hold
100
– – ﹤0.01% 417
2017
Q4 		$4K Buy
+100
New +$4.61K ﹤0.01% 380

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Whitener Capital Management's TEX Position: Q4 2019 in Review

Whitener Capital Management sold out of Terex (TEX) in Q4 2019, closing a stake of 100 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in TEX in Q4 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

  • Whitener Capital Management reported no remaining Terex position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 100 Terex shares in Q4 2019, an estimated $2K.
  • Whitener Capital Management first reported a position in Terex in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Terex position peaked at $4K in Q4 2017.
  • 243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.