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Yorktown Management & Research Company’s Terex TEX Stock Holding History

Yorktown Management & Research 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
2024
Q1 		– Sell
-8,000
Closed -$460K – 240
2023
Q4 		$460K Hold
8,000
– – 0.48% 72
2023
Q3 		$461K Hold
8,000
– – 0.52% 61
2023
Q2 		$479K Buy
+8,000
New +$397K 0.51% 70

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Yorktown Management & Research Company's TEX Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of Terex (TEX) in Q1 2024, closing a stake of 8,000 shares — an estimated $460K sold.

Yorktown Management & Research Company first reported a position in TEX in Q2 2023 and held it in 3 quarters. The position peaked at $479K in Q2 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Yorktown Management & Research Company reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 8,000 Terex shares in Q1 2024, an estimated $460K.
  • Yorktown Management & Research Company first reported a position in Terex in Q2 2023 and held it in 3 quarters.
  • Yorktown Management & Research Company's Terex position peaked at $479K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.