Ellevest Inc’s Saia SAIA Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-2	Closed	-$544	–	1374
2023 Q1	$544	Hold	2	–	–	﹤0.01%	1671
2022 Q4	$419	Buy	+2	New	+$436	﹤0.01%	1643
2022 Q3	–	Sell	-28	Closed	-$5K	–	1828
2022 Q2	$5K	Buy	+28	New	+$5.63K	﹤0.01%	1022

Other funds holding SAIA

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

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

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

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

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

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

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

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

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

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

Ellevest Inc's SAIA Position: Q2 2023 in Review

Ellevest Inc sold out of Saia (SAIA) in Q2 2023, closing a stake of 2 shares — an estimated $544 sold.

Ellevest Inc first reported a position in SAIA in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 388 funds tracked by Wall St. Rank hold SAIA as of Q2 2023.

Ellevest Inc reported no remaining Saia position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 2 Saia shares in Q2 2023, an estimated $544.
Ellevest Inc first reported a position in Saia in Q2 2022 and held it in 3 quarters.
Ellevest Inc's Saia position peaked at $5K in Q2 2022.
388 funds tracked by Wall St. Rank held Saia as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.