Wellington Management Group’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Wellington Management Group’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 Q1	–	Sell	-861,761	Closed	-$4.33M	–	2089
2019 Q4	$4.33M	Sell	861,761 -143,639	-14%	-$700K	﹤0.01%	1365
2019 Q3	$4.85M	Buy	+1,005,400	New	+$4.57M	﹤0.01%	1363
2018 Q3	–	Sell	-77,161	Closed	-$1.17M	–	2343
2018 Q2	$1.17M	Buy	+77,161	New	+$1.16M	﹤0.01%	1852

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TAM

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

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

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

Wellington Management Group's USX Position: Q1 2020 in Review

Wellington Management Group sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2020, closing a stake of 861,761 shares — an estimated $4.33M sold.

Wellington Management Group first reported a position in USX in Q2 2018 and held it in 3 quarters. The position peaked at $4.85M in Q3 2019. 72 funds tracked by Wall St. Rank hold USX as of Q1 2020.

Wellington Management Group reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
Wellington Management Group sold 861,761 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2020, an estimated $4.33M.
Wellington Management Group first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2018 and held it in 3 quarters.
Wellington Management Group's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $4.85M in Q3 2019.
72 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.