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

Stephens Inc’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
2023 Q1	–	Sell	-10,150	Closed	-$18.4K	–	1255
2022 Q4	$18.4K	Sell	10,150 -26,324	-72%	-$57.1K	﹤0.01%	1149
2022 Q3	$90K	Sell	36,474 -13,400	-27%	-$38K	﹤0.01%	1109
2022 Q2	$134K	Hold	49,874	–	–	﹤0.01%	1112
2022 Q1	$194K	Buy	49,874 +2,800	+6%	+$12.6K	﹤0.01%	1186
2021 Q4	$276K	Buy	47,074 +8,490	+22%	+$63.7K	﹤0.01%	1079
2021 Q3	$333K	Hold	38,584	–	–	0.01%	1004
2021 Q2	$332K	Hold	38,584	–	–	0.01%	1001
2021 Q1	$453K	Buy	38,584 +10,800	+39%	+$99.4K	0.01%	875
2020 Q4	$190K	Buy	27,784 +10,460	+60%	+$81.7K	﹤0.01%	1090
2020 Q3	$143K	Sell	17,324 -500	-3%	-$4.26K	﹤0.01%	1063
2020 Q2	$107K	Hold	17,824	–	–	﹤0.01%	1045
2020 Q1	$60K	Buy	+17,824	New	+$86.2K	﹤0.01%	1014

Other funds holding USX

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stephens Inc's USX Position: Q1 2023 in Review

Stephens Inc sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2023, closing a stake of 10,150 shares — an estimated $18.4K sold.

Stephens Inc first reported a position in USX in Q1 2020 and held it in 12 quarters. The position peaked at $453K in Q1 2021. 68 funds tracked by Wall St. Rank hold USX as of Q1 2023.

Stephens Inc reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Stephens Inc sold 10,150 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2023, an estimated $18.4K.
Stephens Inc first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2020 and held it in 12 quarters.
Stephens Inc's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $453K in Q1 2021.
68 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2023.

Based on Stephens Inc's 13F filing for Q1 2023, filed 15 May 2023.