ZIG
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Zullo Investment Group’s Terex TEX Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-74
Closed -$3.16K – 651
2022
Q4 		$3.16K Hold
74
– – ﹤0.01% 643
2022
Q3 		$2K Hold
74
– – ﹤0.01% 710
2022
Q2 		$2K Hold
74
– – ﹤0.01% 731
2022
Q1 		$3K Hold
74
– – ﹤0.01% 726
2021
Q4 		$3K Buy
+74
New +$3.32K ﹤0.01% 731

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Zullo Investment Group's TEX Position: Q1 2023 in Review

Zullo Investment Group sold out of Terex (TEX) in Q1 2023, closing a stake of 74 shares — an estimated $3.16K sold.

Zullo Investment Group first reported a position in TEX in Q4 2021 and held it in 5 quarters. The position peaked at $3.16K in Q4 2022. 358 funds tracked by Wall St. Rank hold TEX as of Q1 2023.

  • Zullo Investment Group reported no remaining Terex position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 74 Terex shares in Q1 2023, an estimated $3.16K.
  • Zullo Investment Group first reported a position in Terex in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Terex position peaked at $3.16K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Terex as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.