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

LPL Financial’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	-11,195	Closed	-$20.3K	–	4626
2022 Q4	$20.3K	Hold	11,195	–	–	﹤0.01%	4363
2022 Q3	$28K	Hold	11,195	–	–	﹤0.01%	4296
2022 Q2	$30K	Sell	11,195 -154	-1%	-$480	﹤0.01%	4298
2022 Q1	$44K	Buy	+11,349	New	+$50.9K	﹤0.01%	4062
2019 Q4	–	Sell	-14,372	Closed	-$69K	–	3443
2019 Q3	$69K	Sell	14,372 -33,369	-70%	-$152K	﹤0.01%	3185
2019 Q2	$245K	Buy	47,741 +32,436	+212%	+$198K	﹤0.01%	2872
2019 Q1	$101K	Buy	+15,305	New	+$119K	﹤0.01%	3070

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

LPL Financial's USX Position: Q1 2023 in Review

LPL Financial sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2023, closing a stake of 11,195 shares — an estimated $20.3K sold.

LPL Financial first reported a position in USX in Q1 2019 and held it in 7 quarters. The position peaked at $245K in Q2 2019. 68 funds tracked by Wall St. Rank hold USX as of Q1 2023.

LPL Financial reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
LPL Financial sold 11,195 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2023, an estimated $20.3K.
LPL Financial first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2019 and held it in 7 quarters.
LPL Financial's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $245K in Q2 2019.
68 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.