Monarch Partners Asset Management’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Monarch Partners Asset Management’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
2021 Q1	–	Sell	-111,673	Closed	-$764K	–	199
2020 Q4	$764K	Sell	111,673 -61,775	-36%	-$482K	0.13%	154
2020 Q3	$1.43M	Buy	173,448 +79,633	+85%	+$679K	0.32%	90
2020 Q2	$563K	Hold	93,815	–	–	0.14%	135
2020 Q1	$313K	Buy	+93,815	New	+$454K	0.11%	137

Other funds holding USX

ACB

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

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

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

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Monarch Partners Asset Management's USX Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2021, closing a stake of 111,673 shares — an estimated $764K sold.

Monarch Partners Asset Management first reported a position in USX in Q1 2020 and held it in 4 quarters. The position peaked at $1.43M in Q3 2020. 85 funds tracked by Wall St. Rank hold USX as of Q1 2021.

Monarch Partners Asset Management reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 111,673 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2021, an estimated $764K.
Monarch Partners Asset Management first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2020 and held it in 4 quarters.
Monarch Partners Asset Management's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $1.43M in Q3 2020.
85 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.