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

Capstone Financial 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
2023 Q1	–	Sell	-20,000	Closed	-$36.2K	–	145
2022 Q4	$36.2K	Hold	20,000	–	–	﹤0.01%	129
2022 Q3	$49K	Hold	20,000	–	–	﹤0.01%	121
2022 Q2	$54K	Hold	20,000	–	–	﹤0.01%	123
2022 Q1	$78K	Buy	+20,000	New	+$89.6K	0.01%	129
2020 Q2	–	Sell	-10,000	Closed	-$33K	–	113
2020 Q1	$33K	Hold	10,000	–	–	﹤0.01%	88
2019 Q4	$50K	Hold	10,000	–	–	0.01%	99
2019 Q3	$48K	Buy	+10,000	New	+$45.5K	0.01%	95

Other funds holding USX

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

ACB

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

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capstone Financial Advisors's USX Position: Q1 2023 in Review

Capstone Financial Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2023, closing a stake of 20,000 shares — an estimated $36.2K sold.

Capstone Financial Advisors first reported a position in USX in Q3 2019 and held it in 7 quarters. The position peaked at $78K in Q1 2022. 68 funds tracked by Wall St. Rank hold USX as of Q1 2023.

Capstone Financial Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Capstone Financial Advisors sold 20,000 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2023, an estimated $36.2K.
Capstone Financial Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q3 2019 and held it in 7 quarters.
Capstone Financial Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $78K in Q1 2022.
68 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2023.

Based on Capstone Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.