ZP
USX

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

Zimmer 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
2019
Q4 		– Sell
-2,250,000
Closed -$10.8M – 122
2019
Q3 		$10.8M Sell
2,250,000
-648,157
-22% -$2.95M 0.12% 71
2019
Q2 		$14.9M Buy
2,898,157
+135,189
+5% +$826K 0.16% 67
2019
Q1 		$18.3M Sell
2,762,968
-11,625
-0.4% -$90.4K 0.22% 53
2018
Q4 		$15.6M Buy
2,774,593
+255,975
+10% +$2.15M 0.21% 55
2018
Q3 		$34.8M Buy
2,518,618
+398,618
+19% +$5.79M 0.46% 44
2018
Q2 		$32.1M Buy
+2,120,000
New +$31.9M 0.44% 45

Other funds holding USX

ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Zimmer Partners's USX Position: Q4 2019 in Review

Zimmer Partners sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q4 2019, closing a stake of 2,250,000 shares — an estimated $10.8M sold.

Zimmer Partners first reported a position in USX in Q2 2018 and held it in 6 quarters. The position peaked at $34.8M in Q3 2018. 63 funds tracked by Wall St. Rank hold USX as of Q4 2019.

  • Zimmer Partners reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Zimmer Partners sold 2,250,000 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q4 2019, an estimated $10.8M.
  • Zimmer Partners first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q2 2018 and held it in 6 quarters.
  • Zimmer Partners's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $34.8M in Q3 2018.
  • 63 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q4 2019.

Based on Zimmer Partners's 13F filing for Q4 2019, filed 14 Feb 2020.