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GoalVest Advisory’s Saia SAIA Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-9
Closed -$3.94K – 463
2023
Q4 		$3.94K Sell
9
-22
-71% -$8.89K ﹤0.01% 297
2023
Q3 		$12.4K Buy
31
+9
+41% +$3.63K 0.01% 254
2023
Q2 		$7.53K Buy
+22
New +$6.37K ﹤0.01% 270

Other funds holding SAIA

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's SAIA Position: Q1 2024 in Review

GoalVest Advisory sold out of Saia (SAIA) in Q1 2024, closing a stake of 9 shares — an estimated $3.94K sold.

GoalVest Advisory first reported a position in SAIA in Q2 2023 and held it in 3 quarters. The position peaked at $12.4K in Q3 2023. 504 funds tracked by Wall St. Rank hold SAIA as of Q1 2024.

  • GoalVest Advisory reported no remaining Saia position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 9 Saia shares in Q1 2024, an estimated $3.94K.
  • GoalVest Advisory first reported a position in Saia in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Saia position peaked at $12.4K in Q3 2023.
  • 504 funds tracked by Wall St. Rank held Saia as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.