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

Scopus 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
2020 Q1	–	Sell	-994,114	Closed	-$5M	–	185
2019 Q4	$5M	Buy	994,114 +250,000	+34%	+$1.22M	0.16%	123
2019 Q3	$3.59M	Buy	+744,114	New	+$3.39M	0.12%	112
2019 Q1	–	Sell	-902,838	Closed	-$5.07M	–	201
2018 Q4	$5.07M	Buy	+902,838	New	+$7.58M	0.33%	83
2018 Q3	–	Sell	-322,284	Closed	-$4.88M	–	355
2018 Q2	$4.88M	Buy	+322,284	New	+$4.85M	0.05%	247

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scopus Asset Management's USX Position: Q1 2020 in Review

Scopus Asset Management sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2020, closing a stake of 994,114 shares — an estimated $5M sold.

Scopus Asset Management first reported a position in USX in Q2 2018 and held it in 4 quarters. The position peaked at $5.07M in Q4 2018. 72 funds tracked by Wall St. Rank hold USX as of Q1 2020.

Scopus Asset Management reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
Scopus Asset Management sold 994,114 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2020, an estimated $5M.
Scopus Asset Management first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2018 and held it in 4 quarters.
Scopus Asset Management's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $5.07M in Q4 2018.
72 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2020.

Based on Scopus Asset Management's 13F filing for Q1 2020, filed 15 May 2020.