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Concourse Financial Group Securities’s Saia SAIA Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-107
Closed -$53K – 1660
2024
Q4 		$53K Sell
107
-18
-14% -$8.9K ﹤0.01% 1189
2024
Q3 		$54.7K Sell
125
-23
-16% -$9.74K ﹤0.01% 1153
2024
Q2 		$70.2K Buy
148
+4
+3% +$1.86K ﹤0.01% 1052
2024
Q1 		$84.2K Sell
144
-32
-18% -$16.8K 0.01% 984
2023
Q4 		$77.1K Sell
176
-61
-26% -$24.6K 0.01% 985
2023
Q3 		$94.5K Sell
237
-22
-8% -$8.88K 0.01% 868
2023
Q2 		$88.7K Sell
259
-36
-12% -$10.4K 0.01% 899
2023
Q1 		$80.3K Sell
295
-21
-7% -$5.61K 0.01% 930
2022
Q4 		$66.3K Buy
316
+151
+92% +$32.9K 0.01% 965
2022
Q3 		$31K Buy
165
+26
+19% +$5.51K ﹤0.01% 1140
2022
Q2 		$26K Buy
139
+2
+1% +$402 ﹤0.01% 1363
2022
Q1 		$33K Buy
+137
New +$38K ﹤0.01% 1302
2021
Q4 		– Sell
-2
Closed -$621 – 2465
2021
Q3 		$0 Sell
2
-4
-67% -$925 ﹤0.01% 2477
2021
Q2 		$1K Sell
6
-2
-25% -$454 ﹤0.01% 2310
2021
Q1 		$2K Sell
8
-5
-38% -$1.02K ﹤0.01% 2160
2020
Q4 		$2K Buy
+13
New +$2.13K ﹤0.01% 2115
2020
Q2 		– Sell
-70
Closed -$6.71K – 2232
2020
Q1 		$5K Buy
70
+32
+84% +$2.81K ﹤0.01% 1675
2019
Q4 		$4K Hold
38
– – ﹤0.01% 1711
2019
Q3 		$4K Hold
38
– – ﹤0.01% 1396
2019
Q2 		$2K Hold
38
– – ﹤0.01% 2027
2019
Q1 		$2K Buy
+38
New +$2.35K ﹤0.01% 2059

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Concourse Financial Group Securities's SAIA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Saia (SAIA) in Q1 2025, closing a stake of 107 shares — an estimated $53K sold.

Concourse Financial Group Securities first reported a position in SAIA in Q1 2019 and held it in 21 quarters. The position peaked at $94.5K in Q3 2023. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 107 Saia shares in Q1 2025, an estimated $53K.
  • Concourse Financial Group Securities first reported a position in Saia in Q1 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's Saia position peaked at $94.5K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.