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Sowell Financial Services’s Rush Enterprises Class A RUSHA Stock Holding History

Sowell Financial Services’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-167
Closed -$4K – 2830
2020
Q3 		$4K Hold
167
– – ﹤0.01% 2077
2020
Q2 		$3K Hold
167
– – ﹤0.01% 2075
2020
Q1 		$2K Hold
167
– – ﹤0.01% 2112
2019
Q4 		$3K Hold
167
– – ﹤0.01% 2095
2019
Q3 		$3K Buy
+167
New +$2.78K ﹤0.01% 1972

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's RUSHA Position: Q4 2020 in Review

Sowell Financial Services sold out of Rush Enterprises Class A (RUSHA) in Q4 2020, closing a stake of 167 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in RUSHA in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 166 funds tracked by Wall St. Rank hold RUSHA as of Q4 2020.

  • Sowell Financial Services reported no remaining Rush Enterprises Class A position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 167 Rush Enterprises Class A shares in Q4 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Rush Enterprises Class A in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Rush Enterprises Class A position peaked at $4K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.