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Loring Wolcott & Coolidge Fiduciary Advisors’s Saia SAIA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-8
Closed -$2K – 908
2021
Q2 		$2K Buy
+8
New +$1.81K ﹤0.01% 886

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Vanguard Group
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SAIA Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Saia (SAIA) in Q3 2021, closing a stake of 8 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAIA in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 303 funds tracked by Wall St. Rank hold SAIA as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Saia position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 8 Saia shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Saia in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Saia position peaked at $2K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held Saia as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.