BCWM
SAIA icon

Bartlett & Co Wealth Management’s Saia SAIA Stock Holding History

Bartlett & Co Wealth Management’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
2023
Q1 		– Sell
-10
Closed -$2.1K – 1098
2022
Q4 		$2.1K Hold
10
– – ﹤0.01% 1015
2022
Q3 		$1.9K Hold
10
– – ﹤0.01% 1059
2022
Q2 		$1.88K Buy
+10
New +$2.01K ﹤0.01% 1184

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's SAIA Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Saia (SAIA) in Q1 2023, closing a stake of 10 shares — an estimated $2.1K sold.

Bartlett & Co Wealth Management first reported a position in SAIA in Q2 2022 and held it in 3 quarters. The position peaked at $2.1K in Q4 2022. 362 funds tracked by Wall St. Rank hold SAIA as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Saia position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Saia shares in Q1 2023, an estimated $2.1K.
  • Bartlett & Co Wealth Management first reported a position in Saia in Q2 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Saia position peaked at $2.1K in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Saia as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.