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First Trust Direct Indexing’s Saia SAIA Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-612
Closed -$268K – 737
2024
Q3 		$268K Buy
612
+19
+3% +$8.05K 0.01% 794
2024
Q2 		$281K Buy
+593
New +$276K 0.02% 692
2021
Q3 		– Sell
-998
Closed -$209K – 680
2021
Q2 		$209K Buy
998
+34
+4% +$7.71K 0.03% 544
2021
Q1 		$222K Buy
964
+120
+14% +$24.5K 0.06% 355
2020
Q4 		$153K Buy
+844
New +$139K 0.04% 402

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Trust Direct Indexing's SAIA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Saia (SAIA) in Q4 2024, closing a stake of 612 shares — an estimated $268K sold.

First Trust Direct Indexing first reported a position in SAIA in Q4 2020 and held it in 5 quarters. The position peaked at $281K in Q2 2024. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Saia position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 612 Saia shares in Q4 2024, an estimated $268K.
  • First Trust Direct Indexing first reported a position in Saia in Q4 2020 and held it in 5 quarters.
  • First Trust Direct Indexing's Saia position peaked at $281K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.