Ground Swell Capital’s Saia SAIA Stock Holding History

Ground Swell Capital’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
2021 Q2	–	Sell	-943	Closed	-$217K	–	141
2021 Q1	$217K	Buy	+943	New	+$192K	0.7%	58
2014 Q3	–	Sell	-53	Closed	-$2K	–	2713
2014 Q2	$2K	Buy	+53	New	+$2.2K	﹤0.01%	1522

Other funds holding SAIA

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ground Swell Capital's SAIA Position: Q2 2021 in Review

Ground Swell Capital sold out of Saia (SAIA) in Q2 2021, closing a stake of 943 shares — an estimated $217K sold.

Ground Swell Capital first reported a position in SAIA in Q2 2014 and held it in 2 quarters. The position peaked at $217K in Q1 2021. 277 funds tracked by Wall St. Rank hold SAIA as of Q2 2021.

Ground Swell Capital reported no remaining Saia position as of Q2 2021 after selling out during the quarter.
Ground Swell Capital sold 943 Saia shares in Q2 2021, an estimated $217K.
Ground Swell Capital first reported a position in Saia in Q2 2014 and held it in 2 quarters.
Ground Swell Capital's Saia position peaked at $217K in Q1 2021.
277 funds tracked by Wall St. Rank held Saia as of Q2 2021.

Based on Ground Swell Capital's 13F filing for Q2 2021, filed 12 Aug 2021.