SFS
USX

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

Sowell Financial Services’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
Q2 		– Sell
-2,000
Closed -$21K – 2995
2021
Q1 		$21K Sell
2,000
-2,000
-50% -$18.4K ﹤0.01% 2053
2020
Q4 		$27K Hold
4,000
– – ﹤0.01% 1623
2020
Q3 		$33K Buy
4,000
+2,300
+135% +$19.6K ﹤0.01% 1357
2020
Q2 		$10K Buy
+1,700
New +$7.76K ﹤0.01% 1715

Other funds holding USX

ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sowell Financial Services's USX Position: Q2 2021 in Review

Sowell Financial Services sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q2 2021, closing a stake of 2,000 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in USX in Q2 2020 and held it in 4 quarters. The position peaked at $33K in Q3 2020. 81 funds tracked by Wall St. Rank hold USX as of Q2 2021.

  • Sowell Financial Services reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,000 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q2 2021, an estimated $21K.
  • Sowell Financial Services first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $33K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.