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Copeland Capital Management’s Saia SAIA Stock Holding History

Copeland Capital Management’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
Q3 		– Sell
-9
Closed -$3.08K – 314
2023
Q2 		$3.08K Buy
+9
New +$2.6K ﹤0.01% 269

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Copeland Capital Management's SAIA Position: Q3 2023 in Review

Copeland Capital Management sold out of Saia (SAIA) in Q3 2023, closing a stake of 9 shares — an estimated $3.08K sold.

Copeland Capital Management first reported a position in SAIA in Q2 2023 and held it in 1 quarter. The position peaked at $3.08K in Q2 2023. 431 funds tracked by Wall St. Rank hold SAIA as of Q3 2023.

  • Copeland Capital Management reported no remaining Saia position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 9 Saia shares in Q3 2023, an estimated $3.08K.
  • Copeland Capital Management first reported a position in Saia in Q2 2023 and held it in 1 quarter.
  • Copeland Capital Management's Saia position peaked at $3.08K in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Saia as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.