Principal Financial Group
USX

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

Principal Financial Group’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
-40,861
Closed -$353K – 2674
2021
Q3 		$353K Sell
40,861
-309
-0.8% -$2.68K ﹤0.01% 2264
2021
Q2 		$354K Buy
+41,170
New +$438K ﹤0.01% 2304

Other funds holding USX

ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's USX Position: Q4 2021 in Review

Principal Financial Group sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q4 2021, closing a stake of 40,861 shares — an estimated $353K sold.

Principal Financial Group first reported a position in USX in Q2 2021 and held it in 2 quarters. The position peaked at $354K in Q2 2021. 80 funds tracked by Wall St. Rank hold USX as of Q4 2021.

  • Principal Financial Group reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 40,861 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q4 2021, an estimated $353K.
  • Principal Financial Group first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $354K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.