Summit Wealth & Retirement Planning’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Summit Wealth & Retirement Planning’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 Q3	–	Sell	-34,950	Closed	-$210K	–	116
2020 Q2	$210K	Sell	34,950 -2,700	-7%	-$12.3K	0.1%	106
2020 Q1	$126K	Sell	37,650 -3,900	-9%	-$18.9K	0.07%	109
2019 Q4	$209K	Sell	41,550 -13,000	-24%	-$63.3K	0.09%	117
2019 Q3	$263K	Hold	54,550	–	–	0.16%	103
2019 Q2	$280K	Sell	54,550 -5,000	-8%	-$30.6K	0.16%	111
2019 Q1	$394K	Hold	59,550	–	–	0.23%	92
2018 Q4	$334K	Buy	+59,550	New	+$500K	0.25%	82

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

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

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

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

RCMC

RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

TAM

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

Summit Wealth & Retirement Planning's USX Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q3 2020, closing a stake of 34,950 shares — an estimated $210K sold.

Summit Wealth & Retirement Planning first reported a position in USX in Q4 2018 and held it in 7 quarters. The position peaked at $394K in Q1 2019. 93 funds tracked by Wall St. Rank hold USX as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 34,950 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q3 2020, an estimated $210K.
Summit Wealth & Retirement Planning first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $394K in Q1 2019.
93 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.