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Zweig-DiMenna Associates’s Terex TEX Stock Holding History

Zweig-DiMenna Associates’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
2021
Q3 		– Sell
-212,975
Closed -$10.1M – 205
2021
Q2 		$10.1M Buy
+212,975
New +$10.3M 0.61% 71
2016
Q3 		– Sell
-10,800
Closed -$219K – 214
2016
Q2 		$219K Buy
+10,800
New +$247K 0.02% 129
2015
Q3 		– Sell
-10,800
Closed -$251K – 281
2015
Q2 		$251K Buy
+10,800
New +$285K 0.01% 185

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zweig-DiMenna Associates's TEX Position: Q3 2021 in Review

Zweig-DiMenna Associates sold out of Terex (TEX) in Q3 2021, closing a stake of 212,975 shares — an estimated $10.1M sold.

Zweig-DiMenna Associates first reported a position in TEX in Q2 2015 and held it in 3 quarters. The position peaked at $10.1M in Q2 2021. 281 funds tracked by Wall St. Rank hold TEX as of Q3 2021.

  • Zweig-DiMenna Associates reported no remaining Terex position as of Q3 2021 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 212,975 Terex shares in Q3 2021, an estimated $10.1M.
  • Zweig-DiMenna Associates first reported a position in Terex in Q2 2015 and held it in 3 quarters.
  • Zweig-DiMenna Associates's Terex position peaked at $10.1M in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Terex as of Q3 2021.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2021, filed 25 Oct 2021.