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JP Morgan Private Wealth Advisors’s Saia SAIA Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$212K Buy
+531
New +$214K ﹤0.01% 1613
2023
Q2 		– Sell
-2,795
Closed -$760K – 1845
2023
Q1 		$760K Buy
2,795
+95
+4% +$25.4K ﹤0.01% 1295
2022
Q4 		$566K Sell
2,700
-1,933
-42% -$421K ﹤0.01% 1420
2022
Q3 		$880K Sell
4,633
-1,278
-22% -$271K ﹤0.01% 1202
2022
Q2 		$1.11M Sell
5,911
-450
-7% -$90.4K ﹤0.01% 1091
2022
Q1 		$1.55M Buy
6,361
+92
+1% +$25.5K ﹤0.01% 1009
2021
Q4 		$2.11M Buy
6,269
+2,595
+71% +$805K ﹤0.01% 888
2021
Q3 		$875K Sell
3,674
-228
-6% -$52.7K ﹤0.01% 1276
2021
Q2 		$817K Buy
3,902
+665
+21% +$151K ﹤0.01% 1289
2021
Q1 		$746K Buy
3,237
+58
+2% +$11.8K ﹤0.01% 1168
2020
Q4 		$575K Buy
3,179
+49
+2% +$8.04K ﹤0.01% 1239
2020
Q3 		$395K Sell
3,130
-413
-12% -$52.7K ﹤0.01% 1244
2020
Q2 		$394K Buy
+3,543
New +$340K ﹤0.01% 1206

Other funds holding SAIA

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SAIA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Saia (SAIA) in Q3 2023: 531 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SAIA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SAIA in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.11M in Q4 2021. 431 funds tracked by Wall St. Rank hold SAIA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 531 shares of Saia worth $212K as of Q3 2023.
  • Saia was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Saia made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1613 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Saia in Q2 2020 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's Saia position peaked at $2.11M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Saia as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.