$TEX icon$

Yellowstone Partners’s Terex TEX Stock Holding History

Yellowstone Partners’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
2015 Q1	–	Sell	-9,052	Closed	-$252K	–	215
2014 Q4	$252K	Buy	+9,052	New	+$259K	0.14%	137

Other funds holding TEX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Yellowstone Partners's TEX Position: Q1 2015 in Review

Yellowstone Partners sold out of Terex (TEX) in Q1 2015, closing a stake of 9,052 shares — an estimated $252K sold.

Yellowstone Partners first reported a position in TEX in Q4 2014 and held it in 1 quarter. The position peaked at $252K in Q4 2014. 291 funds tracked by Wall St. Rank hold TEX as of Q1 2015.

Yellowstone Partners reported no remaining Terex position as of Q1 2015 after selling out during the quarter.
Yellowstone Partners sold 9,052 Terex shares in Q1 2015, an estimated $252K.
Yellowstone Partners first reported a position in Terex in Q4 2014 and held it in 1 quarter.
Yellowstone Partners's Terex position peaked at $252K in Q4 2014.
291 funds tracked by Wall St. Rank held Terex as of Q1 2015.

Based on Yellowstone Partners's 13F filing for Q1 2015, filed 17 Aug 2016.