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	-16,389	Closed	-$338K	–	527
2019 Q4	$338K	Sell	16,389 -1,890	-10%	-$36.8K	0.02%	254
2019 Q3	$314K	Sell	18,279 -11,858	-39%	-$197K	0.02%	264
2019 Q2	$489K	Sell	30,137 -43,128	-59%	-$754K	0.04%	236
2019 Q1	$1.36M	Sell	73,265 -37,408	-34%	-$663K	0.09%	170
2018 Q4	$1.7M	Sell	110,673 -75,935	-41%	-$1.21M	0.11%	169
2018 Q3	$3.26M	Buy	186,608 +15,489	+9%	+$295K	0.13%	148
2018 Q2	$3.3M	Buy	171,119 +9,315	+6%	+$177K	0.13%	158
2018 Q1	$3.06M	Buy	161,804 +29,652	+22%	+$616K	0.11%	169
2017 Q4	$2.98M	Sell	132,152 -14,312	-10%	-$311K	0.1%	166
2017 Q3	$3.01M	Buy	+146,464	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 $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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 16,389 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 16,389 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.