Boston Partners’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Boston Partners’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
2021 Q1	–	Sell	-62,940	Closed	-$431K	–	687
2020 Q4	$431K	Sell	62,940 -12,694	-17%	-$99.1K	﹤0.01%	603
2020 Q3	$625K	Sell	75,634 -5,364	-7%	-$45.7K	﹤0.01%	592
2020 Q2	$486K	Buy	+80,998	New	+$370K	﹤0.01%	613

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

Towle & Co Denver, Colorado $257M AUM 73.13% 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

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Boston Partners's USX Position: Q1 2021 in Review

Boston Partners sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2021, closing a stake of 62,940 shares — an estimated $431K sold.

Boston Partners first reported a position in USX in Q2 2020 and held it in 3 quarters. The position peaked at $625K in Q3 2020. 85 funds tracked by Wall St. Rank hold USX as of Q1 2021.

Boston Partners reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Boston Partners sold 62,940 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2021, an estimated $431K.
Boston Partners first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2020 and held it in 3 quarters.
Boston Partners's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $625K in Q3 2020.
85 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2021.

Based on Boston Partners's 13F filing for Q1 2021, filed 10 May 2021.