O'Shaughnessy Asset Management’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

O'Shaughnessy 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 Q4	–	Sell	-56	Closed	–	–	2684
2021 Q3	$0	Hold	56	–	–	﹤0.01%	2894
2021 Q2	$0	Hold	56	–	–	﹤0.01%	2723
2021 Q1	$1K	Hold	56	–	–	﹤0.01%	2327
2020 Q4	$0	Buy	+56	New	+$437	﹤0.01%	2266

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

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

Royce & Associates New York $10.1B AUM 42.88% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's USX Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q4 2021, closing a stake of 56 shares.

O'Shaughnessy Asset Management first reported a position in USX in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 80 funds tracked by Wall St. Rank hold USX as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 56 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q4 2021.
O'Shaughnessy Asset Management first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
O'Shaughnessy Asset Management's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $1K in Q1 2021.
80 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.