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

Stifel Financial’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
2022 Q2	–	Sell	-20,790	Closed	-$81K	–	3487
2022 Q1	$81K	Sell	20,790 -104	-0.5%	-$466	﹤0.01%	3275
2021 Q4	$122K	Sell	20,894 -161,611	-89%	-$1.21M	﹤0.01%	3245
2021 Q3	$1.57M	Sell	182,505 -38,476	-17%	-$334K	﹤0.01%	1743
2021 Q2	$1.9M	Sell	220,981 -1,988	-0.9%	-$21.1K	﹤0.01%	1638
2021 Q1	$2.62M	Buy	222,969 +199,099	+834%	+$1.83M	﹤0.01%	1348
2020 Q4	$163K	Sell	23,870 -520	-2%	-$4.06K	﹤0.01%	2865
2020 Q3	$201K	Sell	24,390 -41,724	-63%	-$356K	﹤0.01%	2618
2020 Q2	$397K	Sell	66,114 -7,300	-10%	-$33.3K	﹤0.01%	2186
2020 Q1	$247K	Sell	73,414 -6,157	-8%	-$29.8K	﹤0.01%	2323
2019 Q4	$414K	Sell	79,571 -21,100	-21%	-$103K	﹤0.01%	2377
2019 Q3	$475K	Sell	100,671 -34,879	-26%	-$159K	﹤0.01%	2198
2019 Q2	$711K	Buy	135,550 +29,191	+27%	+$178K	﹤0.01%	2007
2019 Q1	$703K	Buy	106,359 +28,885	+37%	+$225K	﹤0.01%	1860
2018 Q4	$442K	Buy	77,474 +52,954	+216%	+$445K	﹤0.01%	2002
2018 Q3	$341K	Buy	+24,520	New	+$356K	﹤0.01%	2283

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

TAC

Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return

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

BCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Stifel Financial's USX Position: Q2 2022 in Review

Stifel Financial sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q2 2022, closing a stake of 20,790 shares — an estimated $81K sold.

Stifel Financial first reported a position in USX in Q3 2018 and held it in 15 quarters. The position peaked at $2.62M in Q1 2021. 69 funds tracked by Wall St. Rank hold USX as of Q2 2022.

Stifel Financial reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 20,790 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q2 2022, an estimated $81K.
Stifel Financial first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q3 2018 and held it in 15 quarters.
Stifel Financial's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $2.62M in Q1 2021.
69 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.