EFG Asset Management’s Saia SAIA Stock Holding History

EFG 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
2023 Q4	–	Sell	-1,675	Closed	-$668K	–	197
2023 Q3	$668K	Sell	1,675 -3,785	-69%	-$1.53M	0.16%	177
2023 Q2	$1.87M	Sell	5,460 -324	-6%	-$93.8K	0.4%	83
2023 Q1	$1.57M	Buy	5,784 +991	+21%	+$264K	0.35%	102
2022 Q4	$1.03M	Sell	4,793 -161	-3%	-$35.1K	0.23%	148
2022 Q3	$942K	Sell	4,954 -373	-7%	-$79.1K	0.22%	149
2022 Q2	$1M	Sell	5,327 -457	-8%	-$91.8K	0.21%	142
2022 Q1	$1.41M	Buy	5,784 +1,126	+24%	+$312K	0.21%	137
2021 Q4	$1.57M	Buy	+4,658	New	+$1.45M	0.2%	143

Other funds holding SAIA

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EFG Asset Management's SAIA Position: Q4 2023 in Review

EFG Asset Management sold out of Saia (SAIA) in Q4 2023, closing a stake of 1,675 shares — an estimated $668K sold.

EFG Asset Management first reported a position in SAIA in Q4 2021 and held it in 8 quarters. The position peaked at $1.87M in Q2 2023. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

EFG Asset Management reported no remaining Saia position as of Q4 2023 after selling out during the quarter.
EFG Asset Management sold 1,675 Saia shares in Q4 2023, an estimated $668K.
EFG Asset Management first reported a position in Saia in Q4 2021 and held it in 8 quarters.
EFG Asset Management's Saia position peaked at $1.87M in Q2 2023.
444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on EFG Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.