Level Four Advisory Services’s Saia SAIA Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-1,494	Closed	-$596K	–	846
2023 Q3	$596K	Buy	1,494 +22	+1%	+$8.88K	0.04%	397
2023 Q2	$504K	Sell	1,472 -576	-28%	-$167K	0.03%	468
2023 Q1	$557K	Buy	+2,048	New	+$547K	0.04%	397
2022 Q2	–	Sell	-2,997	Closed	-$731K	–	640
2022 Q1	$731K	Buy	2,997 +222	+8%	+$61.5K	0.06%	306
2021 Q4	$935K	Buy	+2,775	New	+$861K	0.07%	270

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Level Four Advisory Services's SAIA Position: Q4 2023 in Review

Level Four Advisory Services sold out of Saia (SAIA) in Q4 2023, closing a stake of 1,494 shares — an estimated $596K sold.

Level Four Advisory Services first reported a position in SAIA in Q4 2021 and held it in 5 quarters. The position peaked at $935K in Q4 2021. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

Level Four Advisory Services reported no remaining Saia position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 1,494 Saia shares in Q4 2023, an estimated $596K.
Level Four Advisory Services first reported a position in Saia in Q4 2021 and held it in 5 quarters.
Level Four Advisory Services's Saia position peaked at $935K in Q4 2021.
444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.