Bollard Group’s Saia SAIA Stock Holding History

Bollard Group’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 Q4	–	Sell	-35	Closed	-$14K	–	347
2023 Q3	$14K	Hold	35	–	–	﹤0.01%	253
2023 Q2	$12K	Buy	+35	New	+$10.1K	﹤0.01%	286

Other funds holding SAIA

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Bollard Group's SAIA Position: Q4 2023 in Review

Bollard Group sold out of Saia (SAIA) in Q4 2023, closing a stake of 35 shares — an estimated $14K sold.

Bollard Group first reported a position in SAIA in Q2 2023 and held it in 2 quarters. The position peaked at $14K in Q3 2023. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

Bollard Group reported no remaining Saia position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 35 Saia shares in Q4 2023, an estimated $14K.
Bollard Group first reported a position in Saia in Q2 2023 and held it in 2 quarters.
Bollard Group's Saia position peaked at $14K in Q3 2023.
444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.