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Legacy Financial Advisors’s Saia SAIA Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-154
Closed -$9K – 745
2019
Q1 		$9K Buy
154
+67
+77% +$4.15K ﹤0.01% 645
2018
Q4 		$5K Buy
87
+29
+50% +$1.76K ﹤0.01% 744
2018
Q3 		$4K Hold
58
– – ﹤0.01% 735
2018
Q2 		$4K Hold
58
– – ﹤0.01% 742
2018
Q1 		$4K Buy
58
+32
+123% +$2.38K ﹤0.01% 693
2017
Q4 		$1K Buy
+26
New +$1.67K ﹤0.01% 791

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Legacy Financial Advisors's SAIA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Saia (SAIA) in Q2 2019, closing a stake of 154 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in SAIA in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2019. 180 funds tracked by Wall St. Rank hold SAIA as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Saia position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 154 Saia shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Saia in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Saia position peaked at $9K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Saia as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.