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LGT Financial Advisors’s Saia SAIA Stock Holding History

LGT 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
2025
Q1 		– Sell
-56
Closed -$25.5K – 646
2024
Q4 		$25.5K Hold
56
– – 0.06% 256
2024
Q3 		$24.5K Hold
56
– – 0.06% 242
2024
Q2 		$26.6K Hold
56
– – 0.06% 243
2024
Q1 		$32.8K Hold
56
– – 0.04% 275
2023
Q4 		$24.5K Hold
56
– – 0.03% 306
2023
Q3 		$22.3K Buy
+56
New +$22.6K 0.03% 316

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LGT Financial Advisors's SAIA Position: Q1 2025 in Review

LGT Financial Advisors sold out of Saia (SAIA) in Q1 2025, closing a stake of 56 shares — an estimated $25.5K sold.

LGT Financial Advisors first reported a position in SAIA in Q3 2023 and held it in 6 quarters. The position peaked at $32.8K in Q1 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

  • LGT Financial Advisors reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 56 Saia shares in Q1 2025, an estimated $25.5K.
  • LGT Financial Advisors first reported a position in Saia in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Saia position peaked at $32.8K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.