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Financial Management Professionals’s Saia SAIA Stock Holding History

Financial Management Professionals’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
2026
Q2 		$6.74K Hold
16
– – ﹤0.01% 647
2026
Q1 		$5.62K Hold
16
– – ﹤0.01% 608
2025
Q4 		$5.22K Hold
16
– – ﹤0.01% 622
2025
Q3 		$4.79K Hold
16
– – ﹤0.01% 612
2025
Q2 		$4.38K Hold
16
– – ﹤0.01% 645
2025
Q1 		$5.59K Hold
16
– – ﹤0.01% 619
2024
Q4 		$7.29K Hold
16
– – ﹤0.01% 555
2024
Q3 		$7K Hold
16
– – ﹤0.01% 593
2024
Q2 		$8K Hold
16
– – ﹤0.01% 523
2024
Q1 		$9K Hold
16
– – ﹤0.01% 564
2023
Q4 		$7K Hold
16
– – ﹤0.01% 612
2023
Q3 		$6K Hold
16
– – ﹤0.01% 581
2023
Q2 		$5K Sell
16
-16
-50% -$4.63K ﹤0.01% 659
2023
Q1 		$9K Buy
32
+16
+100% +$4.27K ﹤0.01% 591
2022
Q4 		$3K Hold
16
– – ﹤0.01% 703
2022
Q3 		$3K Sell
16
-1
-6% -$212 ﹤0.01% 697
2022
Q2 		$3K Hold
17
– – ﹤0.01% 710
2022
Q1 		$4K Hold
17
– – ﹤0.01% 680
2021
Q4 		$6K Hold
17
– – ﹤0.01% 572
2021
Q3 		$4K Hold
17
– – ﹤0.01% 625
2021
Q2 		$4K Buy
+17
New +$3.85K ﹤0.01% 571

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return