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DFPG Investments’s Saia SAIA Stock Holding History

DFPG Investments’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
Q4 		$528K Buy
1,261
+131
+12% +$52.9K 0.04% 392
2023
Q3 		$433K Buy
1,130
+586
+108% +$236K 0.04% 383
2023
Q2 		$216K Buy
+544
New +$157K 0.02% 532

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFPG Investments's SAIA Position: Q4 2023 in Review

DFPG Investments increased its Saia (SAIA) stake by 12% in Q4 2023, buying an estimated $52.9K and bringing the position to 1,261 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #392.

DFPG Investments first reported a position in SAIA in Q2 2023 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

  • DFPG Investments held 1,261 shares of Saia worth $528K as of Q4 2023.
  • DFPG Investments bought 131 Saia shares in Q4 2023, an estimated $52.9K.
  • Saia made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #392 holding.
  • DFPG Investments first reported a position in Saia in Q2 2023 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.