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Carlson Capital’s Saia SAIA Stock Holding History

Carlson Capital’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
Q2 		– Sell
-4,100
Closed -$2.4M – 123
2024
Q1 		$2.4M Buy
+4,100
New +$2.15M 0.19% 89
2023
Q4 		– Sell
-22,300
Closed -$8.89M – 158
2023
Q3 		$8.89M Buy
+22,300
New +$9M 0.69% 41
2022
Q4 		– Sell
-23,400
Closed -$4.45M – 139
2022
Q3 		$4.45M Buy
23,400
+1,900
+9% +$403K 0.34% 75
2022
Q2 		$4.04M Buy
+21,500
New +$4.32M 0.28% 78
2022
Q1 		– Sell
-11,500
Closed -$3.88M – 175
2021
Q4 		$3.88M Sell
11,500
-18,043
-61% -$5.6M 0.22% 96
2021
Q3 		$7.03M Buy
+29,543
New +$6.83M 0.37% 58
2019
Q4 		– Sell
-145,153
Closed -$13.6M – 294
2019
Q3 		$13.6M Buy
+145,153
New +$11.5M 0.25% 126

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carlson Capital's SAIA Position: Q2 2024 in Review

Carlson Capital sold out of Saia (SAIA) in Q2 2024, closing a stake of 4,100 shares — an estimated $2.4M sold.

Carlson Capital first reported a position in SAIA in Q3 2019 and held it in 7 quarters. The position peaked at $13.6M in Q3 2019. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

  • Carlson Capital reported no remaining Saia position as of Q2 2024 after selling out during the quarter.
  • Carlson Capital sold 4,100 Saia shares in Q2 2024, an estimated $2.4M.
  • Carlson Capital first reported a position in Saia in Q3 2019 and held it in 7 quarters.
  • Carlson Capital's Saia position peaked at $13.6M in Q3 2019.
  • 460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on Carlson Capital's 13F filing for Q2 2024, filed 14 Aug 2024.