HGWM
SAIA icon

Harvest Group Wealth Management’s Saia SAIA Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-19
Closed -$3K – 574
2020
Q4 		$3K Hold
19
– – ﹤0.01% 314
2020
Q3 		$2K Hold
19
– – ﹤0.01% 372
2020
Q2 		$2K Hold
19
– – ﹤0.01% 323
2020
Q1 		$1K Sell
19
-14
-42% -$1.23K ﹤0.01% 422
2019
Q4 		$3K Hold
33
– – ﹤0.01% 531
2019
Q3 		$3K Buy
33
+14
+74% +$1.11K ﹤0.01% 591
2019
Q2 		$1K Hold
19
– – ﹤0.01% 799
2019
Q1 		$1K Buy
+19
New +$1.18K ﹤0.01% 832

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Group Wealth Management's SAIA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Saia (SAIA) in Q1 2021, closing a stake of 19 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in SAIA in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 267 funds tracked by Wall St. Rank hold SAIA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Saia position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 19 Saia shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Saia in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Saia position peaked at $3K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Saia as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.