$TEX icon$

Winslow Evans & Crocker’s Terex TEX Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-290	Closed	-$5K	–	1154
2020 Q2	$5K	Hold	290	–	–	﹤0.01%	901
2020 Q1	$6K	Hold	290	–	–	﹤0.01%	842
2019 Q4	$10K	Sell	290 -32	-10%	-$899	﹤0.01%	832
2019 Q3	$10K	Sell	322 -20	-6%	-$550	﹤0.01%	823
2019 Q2	$12K	Hold	342	–	–	﹤0.01%	790
2019 Q1	$12K	Hold	342	–	–	﹤0.01%	786
2018 Q4	$10K	Hold	342	–	–	﹤0.01%	783
2018 Q3	$14K	Hold	342	–	–	﹤0.01%	748
2018 Q2	$16K	Hold	342	–	–	0.01%	725
2018 Q1	$12.8K	Sell	342 -18	-5%	-$781	﹤0.01%	737
2017 Q4	$17.4K	Hold	360	–	–	0.01%	688
2017 Q3	$16.2K	Hold	360	–	–	0.01%	710
2017 Q2	$13.5K	Hold	360	–	–	﹤0.01%	850
2017 Q1	$11.3K	Hold	360	–	–	﹤0.01%	861
2016 Q4	$11.4K	Hold	360	–	–	﹤0.01%	850
2016 Q3	$9.15K	Sell	360 -146	-29%	-$3.4K	﹤0.01%	929
2016 Q2	$10.3K	Sell	506 -39	-7%	-$892	﹤0.01%	869
2016 Q1	$13.6K	Sell	545 -409	-43%	-$8.56K	﹤0.01%	802
2015 Q4	$17.6K	Hold	954	–	–	0.01%	776
2015 Q3	$17.1K	Hold	954	–	–	0.01%	764
2015 Q2	$22.2K	Hold	954	–	–	0.01%	736
2015 Q1	$25.3K	Hold	954	–	–	0.01%	681
2014 Q4	$26.6K	Hold	954	–	–	0.01%	665
2014 Q3	$30.3K	Sell	954 -299	-24%	-$10.9K	0.01%	661
2014 Q2	$51.5K	Hold	1,253	–	–	0.02%	494
2014 Q1	$55.5K	Sell	1,253 -462	-27%	-$19.4K	0.02%	471
2013 Q4	$72K	Buy	+1,715	New	+$62.2K	0.02%	453

Other funds holding TEX

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winslow Evans & Crocker's TEX Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Terex (TEX) in Q3 2020, closing a stake of 290 shares — an estimated $5K sold.

Winslow Evans & Crocker first reported a position in TEX in Q4 2013 and held it in 27 quarters. The position peaked at $72K in Q4 2013. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

Winslow Evans & Crocker reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 290 Terex shares in Q3 2020, an estimated $5K.
Winslow Evans & Crocker first reported a position in Terex in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's Terex position peaked at $72K in Q4 2013.
209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.