Bison Wealth’s Saia SAIA Stock Holding History

Bison Wealth’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	-510	Closed	-$223K	–	403
2024 Q3	$223K	Sell	510 -50	-9%	-$21.2K	0.04%	375
2024 Q2	$328K	Hold	560	–	–	0.05%	316
2024 Q1	$328K	Hold	560	–	–	0.05%	316
2023 Q4	$245K	Buy	+560	New	+$226K	0.04%	352

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

Bison Wealth's SAIA Position: Q4 2024 in Review

Bison Wealth sold out of Saia (SAIA) in Q4 2024, closing a stake of 510 shares — an estimated $223K sold.

Bison Wealth first reported a position in SAIA in Q4 2023 and held it in 4 quarters. The position peaked at $328K in Q2 2024. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

Bison Wealth reported no remaining Saia position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 510 Saia shares in Q4 2024, an estimated $223K.
Bison Wealth first reported a position in Saia in Q4 2023 and held it in 4 quarters.
Bison Wealth's Saia position peaked at $328K in Q2 2024.
481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.