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Systematic Financial Management’s Rush Enterprises Class A RUSHA Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-6,067
Closed -$321K – 311
2024
Q3 		$321K Buy
+6,067
New +$301K 0.01% 296
2020
Q3 		– Sell
-18,686
Closed -$344K – 407
2020
Q2 		$344K Buy
+18,686
New +$311K 0.02% 210
2019
Q4 		– Sell
-254
Closed -$4K – 563
2019
Q3 		$4K Sell
254
-18,570
-99% -$309K ﹤0.01% 546
2019
Q2 		$306K Sell
18,824
-15,257
-45% -$267K 0.01% 564
2019
Q1 		$633K Sell
34,081
-7,083
-17% -$125K 0.02% 551
2018
Q4 		$631K Sell
41,164
-84,112
-67% -$1.34M 0.02% 563
2018
Q3 		$2.19M Buy
125,276
+1,733
+1% +$33.1K 0.05% 281
2018
Q2 		$2.38M Buy
123,543
+3,121
+3% +$59.3K 0.06% 266
2018
Q1 		$2.27M Buy
120,422
+28,813
+31% +$599K 0.05% 267
2017
Q4 		$2.07M Sell
91,609
-20,261
-18% -$440K 0.04% 267
2017
Q3 		$2.3M Sell
111,870
-167,828
-60% -$3.01M 0.05% 260
2017
Q2 		$4.62M Buy
279,698
+168,267
+151% +$2.69M 0.09% 257
2017
Q1 		$1.64M Sell
111,431
-19,035
-15% -$281K 0.03% 469
2016
Q4 		$1.85M Buy
+130,466
New +$1.61M 0.03% 396
2013
Q3 		– Sell
-120,339
Closed -$1.32M – 694
2013
Q2 		$1.32M Buy
+120,339
New +$1.32M 0.01% 561

Other funds holding RUSHA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Systematic Financial Management's RUSHA Position: Q4 2024 in Review

Systematic Financial Management sold out of Rush Enterprises Class A (RUSHA) in Q4 2024, closing a stake of 6,067 shares — an estimated $321K sold.

Systematic Financial Management first reported a position in RUSHA in Q2 2013 and held it in 15 quarters. The position peaked at $4.62M in Q2 2017. 282 funds tracked by Wall St. Rank hold RUSHA as of Q4 2024.

  • Systematic Financial Management reported no remaining Rush Enterprises Class A position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 6,067 Rush Enterprises Class A shares in Q4 2024, an estimated $321K.
  • Systematic Financial Management first reported a position in Rush Enterprises Class A in Q2 2013 and held it in 15 quarters.
  • Systematic Financial Management's Rush Enterprises Class A position peaked at $4.62M in Q2 2017.
  • 282 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.