James Investment Research’s Rush Enterprises Class A RUSHA Stock Holding History

James Investment Research’s Portfolio RUSHA Stock Details RUSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-24,584	Closed	-$338K	–	527
2019 Q4	$338K	Sell	24,584 -2,835	-10%	-$36.8K	0.02%	254
2019 Q3	$314K	Sell	27,419 -17,786	-39%	-$197K	0.02%	264
2019 Q2	$489K	Sell	45,205 -64,692	-59%	-$754K	0.04%	236
2019 Q1	$1.36M	Sell	109,897 -56,113	-34%	-$663K	0.09%	170
2018 Q4	$1.7M	Sell	166,010 -113,902	-41%	-$1.21M	0.11%	169
2018 Q3	$3.26M	Buy	279,912 +23,233	+9%	+$295K	0.13%	148
2018 Q2	$3.3M	Buy	256,679 +13,973	+6%	+$177K	0.13%	158
2018 Q1	$3.06M	Buy	242,706 +44,479	+22%	+$616K	0.11%	169
2017 Q4	$2.98M	Sell	198,227 -21,469	-10%	-$311K	0.1%	166
2017 Q3	$3.01M	Buy	+219,696	New	+$2.63M	0.1%	156

Other funds holding RUSHA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

James Investment Research's RUSHA Position: Q1 2020 in Review

James Investment Research sold out of Rush Enterprises Class A (RUSHA) in Q1 2020, closing a stake of 24,584 shares — an estimated $338K sold.

James Investment Research first reported a position in RUSHA in Q3 2017 and held it in 10 quarters. The position peaked at $3.3M in Q2 2018. 145 funds tracked by Wall St. Rank hold RUSHA as of Q1 2020.

James Investment Research reported no remaining Rush Enterprises Class A position as of Q1 2020 after selling out during the quarter.
James Investment Research sold 24,584 Rush Enterprises Class A shares in Q1 2020, an estimated $338K.
James Investment Research first reported a position in Rush Enterprises Class A in Q3 2017 and held it in 10 quarters.
James Investment Research's Rush Enterprises Class A position peaked at $3.3M in Q2 2018.
145 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.