UOC
USX

UBS O'Connor’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

UBS O'Connor’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
2018
Q4 		– Sell
-340,400
Closed -$4.7M – 309
2018
Q3 		$4.7M Sell
340,400
-284,906
-46% -$4.14M 0.11% 114
2018
Q2 		$9.47M Buy
+625,306
New +$9.42M 0.19% 77

Other funds holding USX

ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

UBS O'Connor's USX Position: Q4 2018 in Review

UBS O'Connor sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q4 2018, closing a stake of 340,400 shares — an estimated $4.7M sold.

UBS O'Connor first reported a position in USX in Q2 2018 and held it in 2 quarters. The position peaked at $9.47M in Q2 2018. 82 funds tracked by Wall St. Rank hold USX as of Q4 2018.

  • UBS O'Connor reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • UBS O'Connor sold 340,400 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q4 2018, an estimated $4.7M.
  • UBS O'Connor first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2018 and held it in 2 quarters.
  • UBS O'Connor's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $9.47M in Q2 2018.
  • 82 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q4 2018.

Based on UBS O'Connor's 13F filing for Q4 2018, filed 15 Feb 2019.