Berman Capital Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Berman Capital Advisors’s Portfolio USX Stock Details USX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-79,886	Closed	-$266K	–	1880
2020 Q1	$266K	Buy	+79,886	New	+$387K	0.09%	97
2019 Q4	–	Sell	-100,256	Closed	-$483K	–	1582
2019 Q3	$483K	Buy	+100,256	New	+$456K	0.15%	68

Other funds holding USX

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's USX Position: Q2 2020 in Review

Berman Capital Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q2 2020, closing a stake of 79,886 shares — an estimated $266K sold.

Berman Capital Advisors first reported a position in USX in Q3 2019 and held it in 2 quarters. The position peaked at $483K in Q3 2019. 68 funds tracked by Wall St. Rank hold USX as of Q2 2020.

Berman Capital Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 79,886 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q2 2020, an estimated $266K.
Berman Capital Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
Berman Capital Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $483K in Q3 2019.
68 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.