J.W. Cole Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

J.W. Cole 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	-17,675	Closed	-$32K	–	815
2022 Q4	$32K	Buy	17,675 +1,700	+11%	+$3.69K	﹤0.01%	732
2022 Q3	$39K	Sell	15,975 -4,000	-20%	-$11.3K	﹤0.01%	715
2022 Q2	$54K	Sell	19,975 -1,800	-8%	-$5.61K	﹤0.01%	719
2022 Q1	$84K	Buy	21,775 +1,500	+7%	+$6.72K	0.01%	787
2021 Q4	$119K	Buy	+20,275	New	+$152K	0.01%	805

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 $83.7B AUM 27.22% 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

J.W. Cole Advisors's USX Position: Q1 2023 in Review

J.W. Cole Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2023, closing a stake of 17,675 shares — an estimated $32K sold.

J.W. Cole Advisors first reported a position in USX in Q4 2021 and held it in 5 quarters. The position peaked at $119K in Q4 2021. 68 funds tracked by Wall St. Rank hold USX as of Q1 2023.

J.W. Cole Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
J.W. Cole Advisors sold 17,675 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2023, an estimated $32K.
J.W. Cole Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
J.W. Cole Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $119K in Q4 2021.
68 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2023.

Based on J.W. Cole Advisors's 13F filing for Q1 2023, filed 3 May 2023.