Advisory Research’s Saia SAIA Stock Holding History

Advisory Research’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,062	Closed	-$1.1M	–	388
2020 Q4	$1.1M	Sell	6,062 -4,307	-42%	-$707K	0.08%	180
2020 Q3	$1.31M	Sell	10,369 -691	-6%	-$88.1K	0.13%	147
2020 Q2	$1.23M	Buy	+11,060	New	+$1.06M	0.11%	150

Other funds holding SAIA

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Research's SAIA Position: Q1 2021 in Review

Advisory Research sold out of Saia (SAIA) in Q1 2021, closing a stake of 6,062 shares — an estimated $1.1M sold.

Advisory Research first reported a position in SAIA in Q2 2020 and held it in 3 quarters. The position peaked at $1.31M in Q3 2020. 267 funds tracked by Wall St. Rank hold SAIA as of Q1 2021.

Advisory Research reported no remaining Saia position as of Q1 2021 after selling out during the quarter.
Advisory Research sold 6,062 Saia shares in Q1 2021, an estimated $1.1M.
Advisory Research first reported a position in Saia in Q2 2020 and held it in 3 quarters.
Advisory Research's Saia position peaked at $1.31M in Q3 2020.
267 funds tracked by Wall St. Rank held Saia as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.