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WhitTier Trust Company’s Terex TEX Stock Holding History

WhitTier Trust Company’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
2020
Q2 		– Sell
-285
Closed -$4K – 988
2020
Q1 		$4K Hold
285
– – ﹤0.01% 898
2019
Q4 		$8K Hold
285
– – ﹤0.01% 879
2019
Q3 		$7K Hold
285
– – ﹤0.01% 878
2019
Q2 		$9K Hold
285
– – ﹤0.01% 844
2019
Q1 		$9K Hold
285
– – ﹤0.01% 843
2018
Q4 		$8K Buy
+285
New +$9.11K ﹤0.01% 871
2015
Q1 		– Sell
-600
Closed -$17K – 903
2014
Q4 		$17K Hold
600
– – ﹤0.01% 737
2014
Q3 		$19K Hold
600
– – ﹤0.01% 710
2014
Q2 		$25K Hold
600
– – ﹤0.01% 674
2014
Q1 		$27K Buy
+600
New +$25.2K ﹤0.01% 663

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WhitTier Trust Company's TEX Position: Q2 2020 in Review

WhitTier Trust Company sold out of Terex (TEX) in Q2 2020, closing a stake of 285 shares — an estimated $4K sold.

WhitTier Trust Company first reported a position in TEX in Q1 2014 and held it in 10 quarters. The position peaked at $27K in Q1 2014. 214 funds tracked by Wall St. Rank hold TEX as of Q2 2020.

  • WhitTier Trust Company reported no remaining Terex position as of Q2 2020 after selling out during the quarter.
  • WhitTier Trust Company sold 285 Terex shares in Q2 2020, an estimated $4K.
  • WhitTier Trust Company first reported a position in Terex in Q1 2014 and held it in 10 quarters.
  • WhitTier Trust Company's Terex position peaked at $27K in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Terex as of Q2 2020.

Based on WhitTier Trust Company's 13F filing for Q2 2020, filed 10 Jul 2020.