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

Mutual 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
2022 Q1	–	Sell	-55,070	Closed	-$323K	–	948
2021 Q4	$323K	Hold	55,070	–	–	0.02%	717
2021 Q3	$475K	Hold	55,070	–	–	0.03%	557
2021 Q2	$474K	Hold	55,070	–	–	0.03%	541
2021 Q1	$647K	Sell	55,070 -47,280	-46%	-$435K	0.04%	429
2020 Q4	$700K	Buy	+102,350	New	+$799K	0.05%	395
2020 Q2	–	Sell	-64,890	Closed	-$217K	–	687
2020 Q1	$217K	Sell	64,890 -50,470	-44%	-$244K	0.03%	481
2019 Q4	$580K	Hold	115,360	–	–	0.06%	315
2019 Q3	$556K	Buy	115,360 +41,460	+56%	+$189K	0.07%	291
2019 Q2	$380K	Buy	+73,900	New	+$452K	0.05%	386

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

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

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

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

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

TAC

Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Mutual Advisors's USX Position: Q1 2022 in Review

Mutual Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2022, closing a stake of 55,070 shares — an estimated $323K sold.

Mutual Advisors first reported a position in USX in Q2 2019 and held it in 9 quarters. The position peaked at $700K in Q4 2020. 90 funds tracked by Wall St. Rank hold USX as of Q1 2022.

Mutual Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Mutual Advisors sold 55,070 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2022, an estimated $323K.
Mutual Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2019 and held it in 9 quarters.
Mutual Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $700K in Q4 2020.
90 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.