ZIM
TEX icon

Zacks Investment Management’s Terex TEX Stock Holding History

Zacks Investment 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
2024
Q3 		– Sell
-32,413
Closed -$1.78M – 770
2024
Q2 		$1.78M Buy
32,413
+2,945
+10% +$175K 0.02% 305
2024
Q1 		$1.9M Buy
29,468
+5,536
+23% +$325K 0.02% 321
2023
Q4 		$1.38M Sell
23,932
-921
-4% -$47.6K 0.02% 338
2023
Q3 		$1.43M Buy
24,853
+726
+3% +$43.3K 0.02% 322
2023
Q2 		$1.44M Buy
+24,127
New +$1.2M 0.02% 324
2018
Q1 		– Sell
-16,839
Closed -$812K – 617
2017
Q4 		$812K Sell
16,839
-1,235
-7% -$56.9K 0.02% 439
2017
Q3 		$814K Buy
+18,074
New +$715K 0.02% 407
2014
Q2 		– Sell
-9,788
Closed -$434K – 748
2014
Q1 		$434K Buy
+9,788
New +$411K 0.02% 459

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Zacks Investment Management's TEX Position: Q3 2024 in Review

Zacks Investment Management sold out of Terex (TEX) in Q3 2024, closing a stake of 32,413 shares — an estimated $1.78M sold.

Zacks Investment Management first reported a position in TEX in Q1 2014 and held it in 8 quarters. The position peaked at $1.9M in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Zacks Investment Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 32,413 Terex shares in Q3 2024, an estimated $1.78M.
  • Zacks Investment Management first reported a position in Terex in Q1 2014 and held it in 8 quarters.
  • Zacks Investment Management's Terex position peaked at $1.9M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.