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Ergoteles’s Saia SAIA Stock Holding History

Ergoteles’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
-41,064
Closed -$14.1M – 687
2023
Q2 		$14.1M Buy
41,064
+34,917
+568% +$10.1M 0.67% 16
2023
Q1 		$1.67M Buy
+6,147
New +$1.64M 0.07% 333
2022
Q4 		– Sell
-1,325
Closed -$252K – 1825
2022
Q3 		$252K Sell
1,325
-5,795
-81% -$1.23M 0.01% 1066
2022
Q2 		$1.34M Buy
7,120
+4,575
+180% +$919K 0.04% 426
2022
Q1 		$621K Buy
+2,545
New +$705K 0.02% 592
2021
Q4 		– Sell
-1,349
Closed -$321K – 1545
2021
Q3 		$321K Sell
1,349
-4,051
-75% -$937K 0.01% 769
2021
Q2 		$1.13M Buy
+5,400
New +$1.22M 0.03% 470
2020
Q4 		– Sell
-2,400
Closed -$303K – 884
2020
Q3 		$303K Buy
+2,400
New +$306K 0.04% 339

Other funds holding SAIA

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

Ergoteles's SAIA Position: Q3 2023 in Review

Ergoteles sold out of Saia (SAIA) in Q3 2023, closing a stake of 41,064 shares — an estimated $14.1M sold.

Ergoteles first reported a position in SAIA in Q3 2020 and held it in 8 quarters. The position peaked at $14.1M in Q2 2023. 431 funds tracked by Wall St. Rank hold SAIA as of Q3 2023.

  • Ergoteles reported no remaining Saia position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 41,064 Saia shares in Q3 2023, an estimated $14.1M.
  • Ergoteles first reported a position in Saia in Q3 2020 and held it in 8 quarters.
  • Ergoteles's Saia position peaked at $14.1M in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Saia as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.