Cozad Asset Management’s Saia SAIA Stock Holding History

Cozad Asset 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
2025 Q2	–	Sell	-680	Closed	-$238K	–	414
2025 Q1	$238K	Sell	680 -300	-31%	-$130K	0.02%	361
2024 Q4	$447K	Hold	980	–	–	0.04%	282
2024 Q3	$429K	Sell	980 -3,380	-78%	-$1.43M	0.04%	281
2024 Q2	$2.07M	Sell	4,360 -1,940	-31%	-$904K	0.21%	118
2024 Q1	$3.69M	Sell	6,300 -1,950	-24%	-$1.02M	0.38%	65
2023 Q4	$3.62M	Sell	8,250 -2,150	-21%	-$869K	0.42%	62
2023 Q3	$4.15M	Sell	10,400 -2,660	-20%	-$1.07M	0.54%	49
2023 Q2	$4.47M	Buy	13,060 +1,170	+10%	+$339K	0.56%	48
2023 Q1	$3.24M	Buy	11,890 +9,830	+477%	+$2.62M	0.43%	66
2022 Q4	$432K	Buy	+2,060	New	+$449K	0.06%	248

Other funds holding SAIA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cozad Asset Management's SAIA Position: Q2 2025 in Review

Cozad Asset Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 680 shares — an estimated $238K sold.

Cozad Asset Management first reported a position in SAIA in Q4 2022 and held it in 10 quarters. The position peaked at $4.47M in Q2 2023. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

Cozad Asset Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
Cozad Asset Management sold 680 Saia shares in Q2 2025, an estimated $238K.
Cozad Asset Management first reported a position in Saia in Q4 2022 and held it in 10 quarters.
Cozad Asset Management's Saia position peaked at $4.47M in Q2 2023.
425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Cozad Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.