Baldwin Wealth Partners’s Saia SAIA Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-924	Closed	-$404K	–	852
2024 Q3	$404K	Buy	+924	New	+$391K	0.03%	230

Other funds holding SAIA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baldwin Wealth Partners's SAIA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Saia (SAIA) in Q4 2024, closing a stake of 924 shares — an estimated $404K sold.

Baldwin Wealth Partners first reported a position in SAIA in Q3 2024 and held it in 1 quarter. The position peaked at $404K in Q3 2024. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Saia position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 924 Saia shares in Q4 2024, an estimated $404K.
Baldwin Wealth Partners first reported a position in Saia in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Saia position peaked at $404K in Q3 2024.
481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.