Capstone Investment Advisors
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Capstone Investment Advisors’s Saia SAIA Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-668
Closed -$293K – 2520
2023
Q4 		$293K Buy
668
+42
+7% +$17K ﹤0.01% 1603
2023
Q3 		$250K Sell
626
-239
-28% -$96.4K ﹤0.01% 1701
2023
Q2 		$296K Buy
+865
New +$250K ﹤0.01% 1402

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's SAIA Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Saia (SAIA) in Q1 2024, closing a stake of 668 shares — an estimated $293K sold.

Capstone Investment Advisors first reported a position in SAIA in Q2 2023 and held it in 3 quarters. The position peaked at $296K in Q2 2023. 504 funds tracked by Wall St. Rank hold SAIA as of Q1 2024.

  • Capstone Investment Advisors reported no remaining Saia position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 668 Saia shares in Q1 2024, an estimated $293K.
  • Capstone Investment Advisors first reported a position in Saia in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Saia position peaked at $296K in Q2 2023.
  • 504 funds tracked by Wall St. Rank held Saia as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.