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

Venture Visionary Partners’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 Q4	–	Sell	-27,647	Closed	-$68K	–	507
2022 Q3	$68K	Hold	27,647	–	–	0.01%	449
2022 Q2	$74.1K	Hold	27,647	–	–	0.01%	689
2022 Q1	$107K	Sell	27,647 -10,000	-27%	-$44.8K	0.01%	490
2021 Q4	$220K	Sell	37,647 -71,540	-66%	-$537K	0.01%	474
2021 Q3	$943K	Sell	109,187 -5,221	-5%	-$45.3K	0.07%	225
2021 Q2	$983K	Buy	114,408 +6,721	+6%	+$71.4K	0.08%	209
2021 Q1	$1.26M	Buy	107,687 +51,022	+90%	+$470K	0.11%	175
2020 Q4	$387K	Buy	56,665 +23,366	+70%	+$182K	0.04%	277
2020 Q3	$288K	Buy	+33,299	New	+$284K	0.07%	155

Other funds holding USX

ACB

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Venture Visionary Partners's USX Position: Q4 2022 in Review

Venture Visionary Partners sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q4 2022, closing a stake of 27,647 shares — an estimated $68K sold.

Venture Visionary Partners first reported a position in USX in Q3 2020 and held it in 9 quarters. The position peaked at $1.26M in Q1 2021. 48 funds tracked by Wall St. Rank hold USX as of Q4 2022.

Venture Visionary Partners reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Venture Visionary Partners sold 27,647 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q4 2022, an estimated $68K.
Venture Visionary Partners first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q3 2020 and held it in 9 quarters.
Venture Visionary Partners's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $1.26M in Q1 2021.
48 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q4 2022.

Based on Venture Visionary Partners's 13F filing for Q4 2022, filed 9 Feb 2023.