$TEX icon$

Zeke Capital Advisors’s Terex TEX Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$227K	Sell	5,307 -1,695	-24%	-$68.3K	0.01%	418
2022 Q3	$208K	Buy	+7,002	New	+$229K	0.02%	425
2022 Q2	–	Sell	-7,727	Closed	-$276K	–	533
2022 Q1	$276K	Sell	7,727 -1,388	-15%	-$57.4K	0.01%	392
2021 Q4	$401K	Hold	9,115	–	–	0.02%	187
2021 Q3	$384K	Sell	9,115 -491	-5%	-$23.2K	0.02%	178
2021 Q2	$457K	Buy	9,606 +30	+0.3%	+$1.46K	0.03%	158
2021 Q1	$441K	Sell	9,576 -3,848	-29%	-$158K	0.03%	149
2020 Q4	$468K	Sell	13,424 -5,157	-28%	-$152K	0.04%	127
2020 Q3	$360K	Hold	18,581	–	–	0.04%	135
2020 Q2	$349K	Buy	+18,581	New	+$296K	0.07%	126
2020 Q1	–	Sell	-43,584	Closed	-$1.3M	–	479
2019 Q4	$1.3M	Hold	43,584	–	–	0.11%	160
2019 Q3	$1.13M	Buy	43,584 +22,556	+107%	+$620K	0.1%	166
2019 Q2	$660K	Sell	21,028 -109	-0.5%	-$3.35K	0.06%	286
2019 Q1	$679K	Buy	21,137 +9,641	+84%	+$306K	0.06%	288
2018 Q4	$317K	Buy	11,496 +1,025	+10%	+$32.8K	0.03%	423
2018 Q3	$418K	Buy	+10,471	New	+$426K	0.03%	441

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Zeke Capital Advisors's TEX Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Terex (TEX) stake by 24% in Q4 2022, selling an estimated $68.3K and leaving 5,307 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #418.

Zeke Capital Advisors first reported a position in TEX in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2019. 311 funds tracked by Wall St. Rank hold TEX as of Q4 2022.

Zeke Capital Advisors held 5,307 shares of Terex worth $227K as of Q4 2022.
Zeke Capital Advisors sold 1,695 Terex shares in Q4 2022, an estimated $68.3K.
Terex made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #418 holding.
Zeke Capital Advisors first reported a position in Terex in Q3 2018 and has held it in 16 quarters since.
Zeke Capital Advisors's Terex position peaked at $1.3M in Q4 2019.
311 funds tracked by Wall St. Rank held Terex as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.